Cover of Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199

Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199

Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199

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In the 199th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to approach telling a client that their past financial moves were suboptimal.

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

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