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Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165 - 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

EPISODEMay 29, 2025

Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165

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

In our 165th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore strategies for breaking down complex ideas into clear, simple explanations that clients can easily grasp. For full show notes, see kitces.com and thesocietyofadvice.com .

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播客

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

EPISODEMay 29, 2025

Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165

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

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Help Contact Terms Privacy Copyright DMCA About Radio Guide Embed Player

Waves Explore Library Vibes Podcasts Audiobooks