EPISODE · Jul 23, 2026 · 34 MIN
Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195
from Kitces and Carl - Real Talk for Real Financial Advisors
In the 195th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between proactive and reactive client communication. For full show notes, see kitces.com and thesocietyofadvice.com.
Embed this episode
NOW PLAYING
Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195
0:00
34:48
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of Kitces and Carl - Real Talk for Real Financial Advisors?
This episode is 34 minutes long.
When was this Kitces and Carl - Real Talk for Real Financial Advisors episode published?
This episode was published on July 23, 2026.
Can I download this Kitces and Carl - Real Talk for Real Financial Advisors episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!