Episode 157
Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157
Kitces and Carl - Real Talk for Real Financial Advisors · Michael Kitces
February 6, 202531m 31s
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Show Notes
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.