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Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140

Kitces and Carl - Real Talk for Real Financial Advisors

English - June 13, 2024 10:00 - 28 minutes - 66.1 MB - ★★★★★ - 200 ratings
Management Business Investing advisor carl financial financialplanning michael carlrichards financialadvisor kitces michaelkitces realfinancialadvisor Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139

In our 140th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what's likely behind the common problem of advisors prematurely worrying about scale.

For full show notes, see kitces.com and thesocietyofadvice.com.