Episode 176
Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176
Kitces and Carl - Real Talk for Real Financial Advisors · Michael Kitces
October 30, 202534m 32s
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Show Notes
In the 176th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support clients who need financial guidance but can't afford traditional advisory fees.
For full show notes, see kitces.com and thesocietyofadvice.com.