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Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143
Manage episode 430686271 series 2602166
Content provided by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transitioning clients accustomed to a quantitative approach to financial planning.
For full show notes, see kitces.com and thesocietyofadvice.com.
143 episodes
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Manage episode 430686271 series 2602166
Content provided by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transitioning clients accustomed to a quantitative approach to financial planning.
For full show notes, see kitces.com and thesocietyofadvice.com.
143 episodes
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…
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