Episode 158
Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158
Kitces and Carl - Real Talk for Real Financial Advisors · Michael Kitces
February 20, 202534m 52s
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Show Notes
In our 158th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the reasoning behind not allowing clients—even excited ones—to sign up the day of their first meeting.
For full show notes, see kitces.com and thesocietyofadvice.com.