Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is: Kitces & Carl Ep 197
In the 197th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to go about figuring out what's important to clients (and how to help them figure it out for themselves). 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
Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199
The Temptation To Take On More Clients To Build (3X) Enterprise Value: Kitces & Carl Ep 198
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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