Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place

March 19
34 mins

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Episode Description

In the 186th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss effective ways to convey the real value of financial planning so it genuinely resonates with clients.

For full show notes, see kitces.com and thesocietyofadvice.com.

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