Making Annual Client Review Meetings More Financial Planning Centric: Kitces&Carl Ep 45 - a podcast by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

from 2020-10-22T10:00

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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