<description>&lt;p class="p1"&gt;&lt;span style="font-size: 10pt;"&gt;In the 176th episode of &lt;em&gt;Kitces and Carl&lt;/em&gt;, Michael Kitces and client communication expert Carl Richards discuss how to support clients who need financial guidance but can't afford traditional advisory fees.&lt;/span&gt;&lt;/p&gt; &lt;p class="p1"&gt;&lt;span style="font-size: 10pt;"&gt;For full show notes, see &lt;a href= "https://www.kitces.com/"&gt;kitces.com&lt;/a&gt; and &lt;a href= "https://www.thesocietyofadvice.com/"&gt;thesocietyofadvice.com&lt;/a&gt;.&lt;/span&gt;&lt;/p&gt;</description>

Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176

OCT 30, 202534 MIN
Kitces and Carl - Real Talk for Real Financial Advisors

Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176

OCT 30, 202534 MIN

Description

In the 176th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support clients who need financial guidance but can't afford traditional advisory fees. For full show notes, see kitces.com and thesocietyofadvice.com.