Kitces & Carl Ep 13: The Better Way To Send Market (And Other) Commentary Emails To Clients

“Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss why it’s important to send regular commentary, provide a specific example of an easy and effective way to let clients know that you are thinking about them and their challenges, and why it matters so much that it ultimately comes from you (versus any number of white-labeled, off-the-shelf offerings).”

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Christine Hudek