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When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173
In the 173rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle receiving the "soft no" after meeting with a client who seems like a great fit.
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
231231 ratings
In the 173rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle receiving the "soft no" after meeting with a client who seems like a great fit.
For full show notes, see kitces.com and thesocietyofadvice.com.
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