Sign up to save your podcasts
Or
Share Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
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.
View all episodes
By Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
4.7
215215 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.
More shows like Kitces and Carl - Real Talk for Real Financial Advisors
View all
Behind The Advisor
134 Listeners
The Meb Faber Show - Better Investing
926 Listeners
Capital Ideas Investing Podcast
269 Listeners
Animal Spirits Podcast
1,978 Listeners
The Perfect RIA
453 Listeners
The Compound and Friends
2,004 Listeners
The Long View
859 Listeners
Barron's Advisor
106 Listeners
Ask The Compound
290 Listeners
The Long Term Investor
122 Listeners
Retirement Planning Education, with Andy Panko
692 Listeners
Retire With Style
161 Listeners
The Great Retirement Debate with Ed Slott & Jeffrey Levine
125 Listeners
The Morgan Housel Podcast
942 Listeners
50 Fires: Money and Meaning with Carl Richards
186 Listeners