Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172

from Kitces and Carl - Real Talk for Real Financial Advisors

In the 172nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what research reveals as the key driver of productivity among financial advisors. For full show notes, see kitces.com and thesocietyofadvice.com.

Episode metadata supplied by the publisher feed · Published Sep 4, 2025

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Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172

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