Kitces and Carl - Real Talk for Real Financial Advisors cover image

Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

Hiring and advisor emotional skills

Michael stresses advisor selection and bedside manner, noting poor relationships often trigger lawsuits more than errors.

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