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Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain


Episode 166


In our 166th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to help clients unlearn unhelpful lessons and shift from relying on luck-based decisions to making strategic, informed choices.

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


Published on 3 months, 2 weeks ago






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