Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200
Kitces and Carl - Real Talk for Real Financial AdvisorsShow Notes
In the 200th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the value of financial planning and their current approach to communicating that value to clients. For full show notes, see kitces.com and thesocietyofadvice.com.
More from Kitces and Carl - Real Talk for Real Financial Advisors
In the 201st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how making certain decisions (that close the door on other options) reveals true priorities. For full show notes, see kitces.com and thesocietyofadvice.com.
In the 199th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to approach telling a client that their past financial moves were suboptimal. For full show notes, see kitces.com and thesocietyofadvice.com.
In the 198th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss finding the balance between scaling your business and finally letting yourself enjoy the success you worked so hard to build. For full show notes, see kitces.com and thesocietyofadvice.com.
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In the 196th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the role of "gut feelings" and intuition in decision-making after the data has been fully analyzed. For full show notes, see kitces.com and thesocietyofadvice.com.