Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136

Kitces and Carl - Real Talk for Real Financial Advisors

English - April 18, 2024 10:00 - 35 minutes - 81.5 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

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Next Episode: When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137

In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more advisors approach the age of retirement.

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