Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123
10/19/23 • 26 min
In our 123rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether all advisors choosing a niche results in some potential clients being left out of receiving financial advice.
For full show notes, see kitces.com and thesocietyofadvice.com.
In our 123rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether all advisors choosing a niche results in some potential clients being left out of receiving financial advice.
For full show notes, see kitces.com and thesocietyofadvice.com.
Previous Episode
Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122
In our 122nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to guide client decisions that aren't about wealth maximization.
For full show notes, see kitces.com and thesocietyofadvice.com.
Next Episode
When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124
In our 124th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients no longer fit your specialization.
For full show notes, see kitces.com and thesocietyofadvice.com.
If you like this episode you’ll love
Episode Comments
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/kitces-and-carl-real-talk-for-real-financial-advisors-74002/does-every-prospective-client-fit-a-niche-or-do-advisor-specialization-35132038"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to does every prospective client fit a niche or do advisor specializations leave more underserved?: kitces & carl ep 123 on goodpods" style="width: 225px" /> </a>
Copy