What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11
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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In our eleventh episode of “Kitces & Carl”, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss the roots of various industry titles, why you might want to break the mold and call yourself something completely different (or not), and why the choice ultimately boils down to whether or not what you call yourself resonates with your target clientele.
