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Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136
Manage episode 413190546 series 2602166
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.
150 episoder
Manage episode 413190546 series 2602166
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.
150 episoder
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