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Content provided by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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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
Content provided by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

160 episodes

Artwork
iconShare
 
Manage episode 504347107 series 2602166
Content provided by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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.

  continue reading

160 episodes

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