Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Kitces and Carl - Real Talk for Real Financial Advisors
Junte-se a Michael Kitces e Carl Richards para conversas abertas sobre como aprimorar o atendimento ao cliente, otimizar sua prática e equilibrar trabalho e vida pessoal.
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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- 117Increased by 41
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Episódios recentes
May 1, 2025
Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163
E163 • 33 mins
Apr 17, 2025
Avoiding Staff Management Duties You Don't Want By Paying A Virtual Assistant For Only What You Need: Kitces & Carl Ep 162
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Apr 3, 2025
How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161
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Mar 20, 2025
Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160
E160 • 44 mins
Mar 6, 2025
When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159
E159 • 30 mins
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