EPISODE · Jun 11, 2026 · 32 MIN
Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl Ep 192
from Kitces and Carl - Real Talk for Real Financial Advisors
In the 192nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can stay creative without losing sight of the business side of things. For full show notes, see kitces.com and thesocietyofadvice.com.
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Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl Ep 192
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