Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167 cover art

Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167

Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167

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In our 167th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the complex emotions money can stir up—and how a client’s level of wealth can shape an advisor’s happiness in their own life.

For full show notes, see kitces.com and thesocietyofadvice.com.

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