25 min listen
Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14
Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14
ratings:
Length:
46 minutes
Released:
Aug 15, 2019
Format:
Podcast episode
Description
In our 14th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards explore the various functions that a physical financial plan deliverable plays in the financial planning (and client relationship trust-building) process, share their viewpoints on how written financial plans can be used effectively to help clients, and discuss what ultimately matters most for clients, regardless of whether their financial plan is one page or requires a 2” binder and color-coded tabs.
Released:
Aug 15, 2019
Format:
Podcast episode
Titles in the series (100)
Why Are We So Afraid To Just Listen: Kitces & Carl Ep 15: In our 15th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss the value of really listening to clients, and how, by simply talking less and listening more in client meetings, an... by Kitces and Carl - Real Talk for Real Financial Advisors