Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153
Kitces and Carl - Real Talk for Real Financial Advisors - En podcast af Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - Torsdage
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In our 153rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when legacy clients start to hurt profitability down the line. For full show notes, see kitces.com and thesocietyofadvice.com.
