Kitces and Carl - Real Talk for Real Financial Advisors
  • 7月10日
  • 单集 168
  • 36 分钟

Do You Really Have To Go Deep With Every New Client In The First Meeting?

Kitces and Carl - Real Talk for Real Financial Advisors

In our 168th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it’s more effective to dive deep in the first client meeting or to focus on the immediate issue and reserve the more emotional conversations for future sessions.

For full show notes, see kitces.com and thesocietyofadvice.com.

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