(Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces & Carl Ep 118

Kitces and Carl - Real Talk for Real Financial Advisors

English - August 10, 2023 10:00 - 27 minutes - 38.3 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: Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces & Carl Ep 117

Next Episode: Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119

In our 118th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether you hang onto being a financial advisor even when you're no longer taking clients.

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