What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11

from Kitces and Carl - Real Talk for Real Financial Advisors

In our eleventh episode of "Kitces & Carl", Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss the roots of various industry titles, why you might want to break the mold and call yourself something completely different (or not), and why the choice ultimately boils down to whether or not what you call yourself resonates with your target clientele.

Episode metadata supplied by the publisher feed · Published Jul 4, 2019

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What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11

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This episode was published on July 4, 2019.

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