When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124
Kitces and Carl - Real Talk for Real Financial Advisors - A podcast by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - Thursdays
Categories:
In our 124th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients no longer fit your specialization. For full show notes, see kitces.com and thesocietyofadvice.com.
