Episode 124
When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124
Kitces and Carl - Real Talk for Real Financial Advisors · Michael Kitces
November 2, 202332m 59s
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Show Notes
In our 124th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients no longer fit your specialization.
For full show notes, see kitces.com and thesocietyofadvice.com.