For new and seasoned advisors
I find this podcast to be both engaging and immensely helpful. As an advisor of 19 years and with a flourishing practice, I continue to gain new and deeper insight on how to better serve clients and grow the practice. Thank you, Michael and Carl!
ckl2435 via Apple Podcasts · United States of America · 04/23/23
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Only recently discovered this podcast and purchased Carl’s financial plan on one page book. Really enjoying the content.
Kevin Mackenzie via Apple Podcasts · Great Britain · 10/20/21
Hey guys! Love the show. Your knowledge and insights are incredibly valuable. Thank you for doing what you do. One nitpicky piece of feedback: Carl needs to get a headset or a decent microphone! He sounds like he’s just shouting into his computer speaker :-)
Michael Reynolds via Apple Podcasts · United States of America · 08/29/19
Kitces and Carl each have made huge contributions to the financial advisor community individually but together their insights and discussions are outrageously valuable. This is a must listen for any advisor. Can’t thank these guys enough for putting this content out there!
John P. CFP via Apple Podcasts · United States of America · 08/15/19
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