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内容由Michael Kitces, MSFS, MTAX, CFP, and Carl Richards提供。所有播客内容(包括剧集、图形和播客描述)均由 Michael Kitces, MSFS, MTAX, CFP, and Carl Richards 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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Kitces and Carl - Real Talk for Real Financial Advisors

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Manage series 2602166
内容由Michael Kitces, MSFS, MTAX, CFP, and Carl Richards提供。所有播客内容(包括剧集、图形和播客描述)均由 Michael Kitces, MSFS, MTAX, CFP, and Carl Richards 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
  continue reading

153集单集

Artwork
icon分享
 
Manage series 2602166
内容由Michael Kitces, MSFS, MTAX, CFP, and Carl Richards提供。所有播客内容(包括剧集、图形和播客描述)均由 Michael Kitces, MSFS, MTAX, CFP, and Carl Richards 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
  continue reading

153集单集

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