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Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157
In our 157th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss tactics for reducing the worry that can arise for people when meeting with a financial advisor for the first time.
For full show notes, see kitces.com and thesocietyofadvice.com.
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By Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
4.7
224224 ratings
In our 157th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss tactics for reducing the worry that can arise for people when meeting with a financial advisor for the first time.
For full show notes, see kitces.com and thesocietyofadvice.com.
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