Episode

The Financial Planning Value Disconnect When Clients Don't Appreciate The Long-Term Benefits: Kitces & Carl Ep 185

Podcast
Kitces and Carl - Real Talk for Real Financial Advisors
Published
Mar 5, 2026
Duration seconds
2365
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Summary

In the 185th episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss what clients truly value in their relationships with financial advisors. For full show notes, see kitces.com and thesocietyofadvice.com .