Episode

Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172

Podcast: Kitces and Carl - Real Talk for Real Financial Advisors
Published: Sep 4, 2025
Duration seconds: 1926
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Summary

In the 172nd episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss what research reveals as the key driver of productivity among financial advisors. For full show notes, see kitces.com and thesocietyofadvice.com .