Transitioning Long-Standing Clients To Create Room To Grow: Kitces&Carl Ep 10 - a podcast by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

In our tenth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss some reasons you may need to start transitioning long-standing clients (some of whom may have given you a shot early on when no one else would, but consequently pay you far less than what it takes to service them) to make room so you can help others, some practical steps for communicating such a transition to those clients, and why arguably it’s your duty to do so… in order to ensure that all of your clients are getting the level of service they deserve.

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