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Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136 - Kitces and Carl - Real Talk for Real Financial Advisors | OndaCast

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Back to Kitces and Carl - Real Talk for Real Financial Advisors

EPISODEApril 18, 2024

Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136

VonKitces and Carl - Real Talk for Real Financial Advisors•Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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 .

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Waves Explore Library Vibes Podcasts Audiobooks

Podcast

Back to Kitces and Carl - Real Talk for Real Financial Advisors

EPISODEApril 18, 2024

Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136

VonKitces and Carl - Real Talk for Real Financial Advisors•Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Das könnte dir auch gefallen

Hilfe Kontakt Bedingungen Datenschutz Urheberrecht DMCA Über Radio-Guide Player einbetten

Waves Explore Library Vibes Podcasts Audiobooks