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Episode

Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176

Podcast
Kitces and Carl - Real Talk for Real Financial Advisors
Published
Oct 30, 2025
Duration seconds
2072
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https://kitcesandcarl.libsyn.com/ways-to-say-yes-sustainably-to-prospects-in-need-who-dont-fit-your-minimums-kitces-carl-ep-176
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Summary

In the 176th episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss how to support clients who need financial guidance but can't afford traditional advisory fees. For full show notes, see kitces.com and thesocietyofadvice.com .