Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53
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