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The Financial Planning Value Disconnect When Clients Don't Appreciate The Long-Term Benefits: Kitces & Carl Ep 185
Episode 185

The Financial Planning Value Disconnect When Clients Don't Appreciate The Long-Term Benefits: Kitces & Carl Ep 185

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

March 5, 202639m 25s

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Show Notes

In the 185th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what clients truly value in their relationships with financial advisors.

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