Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53

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Manage episode 284703166 series 2602166
By Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

57 episodes