In our 130th episode of Kitces &
Carl, Michael Kitces and client communication expert Carl Richards
discuss the advisor mindset that leads to more
happiness.
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.