Thinking About The Value Of Financial Planning: Kitces & Carl Ep 01
Kitces and Carl - Real Talk for Real Financial Advisors - Ein Podcast von Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - Donnerstags
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Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss industry topics from their own unique perspectives. And in this inaugural episode, Michael and Carl talk about the Value of Financial Advice, efforts to quantify that value, and why we may need to move past the asset-based model in order to define and communicate the real value of financial planning to our clients and the public in general.
