Kitces and Carl - Real Talk for Real Financial Advisors

Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147


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Sep 19 2024 33 mins   46
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In our 147th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to prepare for the next market downturn.

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

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