• Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153

  • Dec 12 2024
  • Length: 36 mins
  • Podcast

Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153

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  • Summary

  • In our 153rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when legacy clients start to hurt profitability down the line.

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