What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151

11/14/24 • 35 min

Kitces and Carl - Real Talk for Real Financial Advisors

In our 151st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what often stands in the way of delegating tasks—and what you can do to avoid common sticking points.

For full show notes, see kitces.com and thesocietyofadvice.com.

For full show notes, see kitces.com and thesocietyofadvice.com.

Previous Episode

When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150

In our 150th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the scarcity mentality many new advisors experience when just starting out can negatively affect their career down the road—and how to avoid this common trap.

For full show notes, see kitces.com and thesocietyofadvice.com.

Next Episode

Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152

In our 152nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss surprising data from recent research on the different ways advisors charge fees.

For full show notes, see kitces.com and thesocietyofadvice.com.