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.
Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163
E163 • 33 mins • May 1, 2025
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- 45Decreased by 4
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- 117Increased by 41
- 195NEW
- 135Decreased by 26
- 133Increased by 49
Episodi recenti
May 1, 2025
Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163
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When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159
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