Episode

Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187

Podcast: Kitces and Carl - Real Talk for Real Financial Advisors
Published: Apr 2, 2026
Duration seconds: 2089
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Summary

In the 187th episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss the safeguards firms can put in place to protect themselves from legal risk, especially as they grow. For full show notes, see kitces.com and thesocietyofadvice.com .