(Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces&Carl Ep 118 - a podcast by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

In our 118th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether you hang onto being a financial advisor even when you're no longer taking 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