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Kitces and Carl - Real Talk for Real Financial Advisors

Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123

Oct 19, 2023

In our 123rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether all advisors choosing a niche results in some potential clients being left out of receiving financial advice.

For full show notes, see kitces.com and

Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122

Oct 5, 2023

In our 122nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to guide client decisions that aren't about wealth maximization.

For full show notes, see kitces.com and