Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces&Carl Ep 116 - a podcast by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
from 2023-07-13T10:00
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In our 116th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to feel (or help other advisors feel) more confident talking to clients.
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