Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199
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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More from Kitces and Carl - Real Talk for Real Financial Advisors
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When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs: Kitces & Carl Ep 196
Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195
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