Kitces and Carl - Real Talk for Real Financial Advisors
Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182
In the 182nd episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss the happiest time in an advisor's career—and how that may be fueling the industry's succession planning gap. For full show notes, see kitces.com and thesocietyofadvice.com .