The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188
About this episode
Michael Kitces and Carl Richards discuss steps advisors can take to prepare for a successful sale of their firms in the future.
In the 188th episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss what steps advisors can begin taking today to position themselves for a successful sale in the future. For full show notes, see kitces.com and thesocietyofadvice.com .
People in this episode
Hosts: Michael Kitces, Carl Richards
Topics covered
- financial advisory firms
- advisor retirement
- successful sale planning
Keywords
- liquidity
- financial planning
- client communication
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