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cover of episode Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119

Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119

2023/9/1
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HUM Curated Podcasts

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Podcast: Kitces and Carl - Real Talk for Real Financial Advisors) (LS 47 · TOP 1% what is this?))Episode: Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119)Pub date: 2023-08-24[Get Podcast Transcript →](https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/f3b9c3a110f9438c891f57704f8dbe89/&notes=Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119))powered by Listen411) - fast audio-to-text and summarization In our 119th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to get an older advisor (who isn't as engaged in growing the business anymore) to let go and retire.

For full show notes, see kitces.com) and thesocietyofadvice.com). The podcast and artwork embedded on this page are from Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.