Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123

Kitces and Carl - Real Talk for Real Financial Advisors

English - October 19, 2023 10:00 - 26 minutes - 37.2 MB - ★★★★★ - 200 ratings
Management Business Investing advisor carl carlrichards financial financialadvisor financialplanning kitces michael michaelkitces realfinancialadvisor Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122

Next Episode: When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124

In our 123rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether all advisors choosing a niche results in some potential clients being left out of receiving financial advice.

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