Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Kitces and Carl - Real Talk for Real Financial Advisors
Unisciti a Michael Kitces e Carl Richards per conversazioni sincere su come migliorare le relazioni con i clienti, ottimizzare la tua pratica e trovare un equilibrio tra lavoro e vita privata.
When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159
E159 • 30 mins • Mar 6, 2025
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- 40Decreased by 1
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- 113Increased by 74
- 36Increased by 151
- 183Increased by 2
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Episodi recenti
Mar 6, 2025
When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159
E159 • 30 mins
Feb 20, 2025
Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158
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Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157
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How Are You Getting Value Out Of ChatGPT As A Financial Advisor?: Kitces & Carl Ep 156
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How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155
E155 • 37 mins
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