Preview Mode Links will not work in preview mode

Kitces and Carl - Real Talk for Real Financial Advisors

Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces & Carl Ep 121

Sep 21, 2023

In our 121st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether self-promotion is essential for advisors.

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

Is It Really Harder To Scale A Small RIA Today, Or Are Firms Just Navigating The Growth Treadmill?: Kitces & Carl Ep 120

Sep 7, 2023

In our 120th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the recurring myth that small RIAs are doomed due to scaling challenges.

For full show notes, see kitces.com and