Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Kitces and Carl - Real Talk for Real Financial Advisors
業界の専門家マイケル・キトセスとコミュニケーションの達人カール・リチャーズが、クライアントとのやり取りを向上させ、実務を最適化し、ワークライフバランスを達成するための率直な議論をお届けします。
The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154
E154 • 33 mins • Dec 26, 2024
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最近のエピソード
Dec 26, 2024
The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154
E154 • 33 mins
Dec 12, 2024
Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153
E153 • 36 mins
Nov 28, 2024
Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152
E152 • 31 mins
Nov 14, 2024
What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151
E151 • 35 mins
Oct 31, 2024
When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150
E150 • 29 mins
