Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122
Kitces and Carl - Real Talk for Real Financial Advisors - En podcast af Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - Torsdage
Kategorier:
In our 122nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to guide client decisions that aren't about wealth maximization. For full show notes, see kitces.com and thesocietyofadvice.com.
