Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Kitces and Carl - Real Talk for Real Financial Advisors
Unisciti a Michael Kitces e Carl Richards per conversazioni sincere su come migliorare le relazioni con i clienti, ottimizzare la tua pratica e trovare un equilibrio tra lavoro e vita privata.
Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157
E157 • 32 mins • Feb 6, 2025
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- 163Decreased by 124
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Episodi recenti
Feb 6, 2025
Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157
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The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154
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