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Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172
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Manage episode 504347107 series 2602166
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.
175 episodes
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on October 16, 2025 10:26 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 504347107 series 2602166
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.
175 episodes
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