Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46
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