Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?: Kitces & Carl Ep 164 episode artwork

EPISODE · May 15, 2025 · 30 MIN

Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?: Kitces & Carl Ep 164

from Kitces and Carl - Real Talk for Real Financial Advisors

In our 164th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between technical accuracy and clear, client-friendly communication. For full show notes, see kitces.com and thesocietyofadvice.com.

Episode metadata supplied by the publisher feed · Published May 15, 2025

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Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?: Kitces & Carl Ep 164

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