Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl Ep 192
About this episode
Michael Kitces and Carl Richards discuss balancing creativity in client service with the need for business optimization.
In the 192nd episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss how advisors can stay creative without losing sight of the business side of things. For full show notes, see kitces.com and thesocietyofadvice.com .
More episodes of Kitces and Carl - Real Talk for Real Financial Advisors
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- Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple: Kitces & Carl Ep 191
- The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?: Kitces & Carl Ep 190
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