What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131
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 131st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss setting goals—and the "why" behind doing so. For full show notes, see kitces.com and thesocietyofadvice.com.
