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Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123
Episode 123

Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123

Kitces and Carl - Real Talk for Real Financial Advisors · Michael Kitces

October 19, 202326m 54s

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Show Notes

In our 123rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether all advisors choosing a niche results in some potential clients being left out of receiving financial advice.

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