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

Kitces and Carl - Real Talk for Real Financial Advisors

English - October 05, 2023 10:00 - 33 minutes - 45.7 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: Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces & Carl Ep 121

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

In our 122nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to guide client decisions that aren't about wealth maximization.

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