Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces&Carl Ep 126 - a podcast by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

from 2023-11-30T11:00

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In our 126th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it makes more sense to focus on increasing productivity or to simply increase your fees.

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

Further episodes of Kitces and Carl - Real Talk for Real Financial Advisors

Further podcasts by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Website of Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP