Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172
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Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172
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About this listen
In the 172nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what research reveals as the key driver of productivity among financial advisors.
For full show notes, see kitces.com and thesocietyofadvice.com.
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