What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces&Carl Ep 11 - a podcast by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
from 2019-07-04T10:00
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In our eleventh episode of “Kitces & Carl”, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss the roots of various industry titles, why you might want to break the mold and call yourself something completely different (or not), and why the choice ultimately boils down to whether or not what you call yourself resonates with your target clientele.
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