Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140

Kitces and Carl - Real Talk for Real Financial Advisors - Een podcast door Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - Donderdagen

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In our 140th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what's likely behind the common problem of advisors prematurely worrying about scale. For full show notes, see kitces.com and thesocietyofadvice.com.

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