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

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

    FromKitces and Carl - Real Talk for Real Financial Advisors

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

    FromKitces and Carl - Real Talk for Real Financial Advisors

    ratings:
    Length:
    35 minutes
    Released:
    Apr 18, 2024
    Format:
    Podcast episode

    Description

    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.
    Released:
    Apr 18, 2024
    Format:
    Podcast episode

    Titles in the series (100)

    A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.