Do Clients Really Value Getting Help Managing Their Behavior Gap?: Kitces & Carl Ep 05
Kitces and Carl - Real Talk for Real Financial Advisors · Michael Kitces
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Show Notes
In our fifth episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of whether advisors should even bother trying to communicate the value they provide when helping clients manage their "behavior gap", why attempting to convince prospects that you can help them manage their behaviors is perhaps an uphill battle, and how maybe the best way to overcome the behavior gap (and the perceived value of getting help with the behavior gap) is by shifting a client's perspective altogether.