Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces&Carl Ep 119 - a podcast by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
from 2023-08-24T10:00
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In our 119th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to get an older advisor (who isn't as engaged in growing the business anymore) to let go and retire.
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