Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143

from Kitces and Carl - Real Talk for Real Financial Advisors

In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transitioning clients accustomed to a quantitative approach to financial planning. For full show notes, see kitces.com and thesocietyofadvice.com.

Episode metadata supplied by the publisher feed · Published Jul 25, 2024

Embed this episode

Attribution link and audio player

NOW PLAYING

Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143

0:00 36:08

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

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 36 minutes long.

When was this Kitces and Carl - Real Talk for Real Financial Advisors episode published?

This episode was published on July 25, 2024.

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!