Latest / Kitces and Carl - Real Talk for Real Financial Advisors
Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195
In the 195th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between proactive and reactive client communication.
For full show notes, see kitces.com and thesocietyofadvice.com.
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.