Kitces and Carl - Real Talk for Real Financial Advisors
Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172
In the 172nd episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss what research reveals as the key driver of productivity among financial advisors. For full show notes, see kitces.com and thesocietyofadvice.com .