Favorite Questions To Ask A Prospective Client To Build Trust In The First Meeting: Kitces & Carl Ep 35
Kitces and Carl - Real Talk for Real Financial Advisors - A podcast by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - Thursdays
Kitces and Carl - Real Talk for Real Financial Advisors - A podcast by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - Thursdays