Kitces and Carl - Real Talk for Real Financial Advisors artwork

When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139

Kitces and Carl - Real Talk for Real Financial Advisors

English - May 30, 2024 10:00 - 30 minutes - 41.7 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: Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138
Next Episode: Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140

In our 139th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when you offer "enough" value to clients that it's no longer necessary to keep doing and learning more.

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