Podcast: Kitces and Carl - Real Talk for Real Financial Advisors (LS 48 · TOP 1% what is this?)
Episode: Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157
Pub date: 2025-02-06

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In our 157th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss tactics for reducing the worry that can arise for people when meeting with a financial advisor for the first time.

For full show notes, see kitces.com and thesocietyofadvice.com.

The podcast and artwork embedded on this page are from Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157

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Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157