
In the 188th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what steps advisors can begin taking today to position themselves for a successful sale in the future. For full show notes, see kitces.com and thesocietyofadvice.com.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.

Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195

Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl Ep 194

When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl Ep 193

Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl Ep 192
Free AI-powered recaps of Kitces and Carl - Real Talk for Real Financial Advisors and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.