Episode 187
Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187
Kitces and Carl - Real Talk for Real Financial Advisors · Michael Kitces
April 2, 202634m 49s
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Show Notes
In the 187th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the safeguards firms can put in place to protect themselves from legal risk, especially as they grow.
For full show notes, see kitces.com and thesocietyofadvice.com.