Latest / Kitces and Carl - Real Talk for Real Financial Advisors
Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136
In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more advisors approach the age of retirement.
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.