Kitces and Carl - Real Talk for Real Financial Advisors

19 Mar 2026 10:00

Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place: Kitces & Carl Ep 186

In the 186th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss effective ways to convey the real value of financial planning so it genuinely resonates with clients.

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

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