In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you consistently do—and would love to stop doing.
For full show notes, see kitces.com and thesocietyofadvice.com.
Published 05/16/24
In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more advisors approach the age of retirement.
For full show notes, see kitces.com and thesocietyofadvice.com.
Published 04/18/24