Episode 119
Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119
Kitces and Carl - Real Talk for Real Financial Advisors · Michael Kitces
August 24, 202330m 36s
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Show Notes
In our 119th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to get an older advisor (who isn't as engaged in growing the business anymore) to let go and retire.
For full show notes, see kitces.com and thesocietyofadvice.com.