Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Kitces and Carl - Real Talk for Real Financial Advisors
Rejoignez Michael Kitces et Carl Richards pour des échanges francs sur l'amélioration des relations avec les clients et l'équilibre vie pro/vie perso.
Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157
E157 • 32 mins • Feb 6, 2025
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- 163Decreased by 124
- 125Decreased by 78
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Épisodes récents
Feb 6, 2025
Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157
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How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155
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Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153
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