
Sign up to save your podcasts
Or
In our third episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of how important it is to be “likeable” as a financial advisor, why being your “authentic self” when it comes to communicating and interacting with clients might matter more, and why it’s important for newer advisors to avoid sending mixed signals to clients when trying to differentiate themselves.
4.7
231231 ratings
In our third episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of how important it is to be “likeable” as a financial advisor, why being your “authentic self” when it comes to communicating and interacting with clients might matter more, and why it’s important for newer advisors to avoid sending mixed signals to clients when trying to differentiate themselves.
197 Listeners
2,172 Listeners
139 Listeners
931 Listeners
284 Listeners
2,012 Listeners
456 Listeners
2,108 Listeners
894 Listeners
106 Listeners
318 Listeners
131 Listeners
43 Listeners
142 Listeners
1,042 Listeners