Showing results by author "Michael Kitces MSFS MTAX CFP and Carl Richards CFP" in All Categories
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Kitces and Carl - Real Talk for Real Financial Advisors
- By: Michael Kitces MSFS MTAX CFP and Carl Richards CFP
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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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