Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122

from Kitces and Carl - Real Talk for Real Financial Advisors

In our 122nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to guide client decisions that aren't about wealth maximization. For full show notes, see kitces.com and thesocietyofadvice.com.

Episode metadata supplied by the publisher feed · Published Oct 5, 2023

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Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122

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This episode was published on October 5, 2023.

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