What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11
Kitces and Carl - Real Talk for Real Financial Advisors · Michael Kitces
July 4, 201929m 47s
Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
In our eleventh episode of "Kitces & Carl", Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss the roots of various industry titles, why you might want to break the mold and call yourself something completely different (or not), and why the choice ultimately boils down to whether or not what you call yourself resonates with your target clientele.