Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167 episode artwork

EPISODE · Jun 26, 2025 · 36 MIN

Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167

from Kitces and Carl - Real Talk for Real Financial Advisors

In our 167th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the complex emotions money can stir up—and how a client's level of wealth can shape an advisor's happiness in their own life. For full show notes, see kitces.com and thesocietyofadvice.com.

Episode metadata supplied by the publisher feed · Published Jun 26, 2025

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Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167

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