guidingclientdecisions

Explore "guidingclientdecisions" with insightful episodes like and "Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122" from podcasts like " and "Kitces and Carl - Real Talk for Real Financial Advisors"" and more!

Episodes (1)

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

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.

Kitces and Carl - Real Talk for Real Financial Advisors

enOctober 05, 2023

guidingclientdecisions