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Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116

Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116

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

July 13, 202333m 9s

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Show Notes

In our 116th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to feel (or help other advisors feel) more confident talking to clients.

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