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Kitces and Carl - Real Talk for Real Financial Advisors

Jan 25, 2024

In our 130th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the advisor mindset that leads to more happiness.

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


Jan 11, 2024

In our 129th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the results of their recent study on advisor well-being.

For full show notes, see kitces.com and