The Importance Of Likability As A Financial Advisor: Kitces & Carl Ep 03
Kitces and Carl - Real Talk for Real Financial Advisors · Michael Kitces
June 24, 201925m 31s
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Show Notes
In our third episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of how important it is to be "likeable" as a financial advisor, why being your "authentic self" when it comes to communicating and interacting with clients might matter more, and why it's important for newer advisors to avoid sending mixed signals to clients when trying to differentiate themselves.