25 min listen
(Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces & Carl Ep 118
(Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces & Carl Ep 118
ratings:
Length:
28 minutes
Released:
Aug 10, 2023
Format:
Podcast episode
Description
In our 118th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether you hang onto being a financial advisor even when you're no longer taking clients. For full show notes, see kitces.com and thesocietyofadvice.com.
Released:
Aug 10, 2023
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