Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136
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 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.
