About this episode

Michael Kitces and Carl Richards discuss the happiest time in an advisor's career and its impact on succession planning in the industry.

In the 182nd episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss the happiest time in an advisor's career—and how that may be fueling the industry's succession planning gap. For full show notes, see kitces.com and thesocietyofadvice.com .

Topics covered

• advisor succession
• retirement
• advisor happiness

Keywords

• succession planning
• financial advisors
• career happiness

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