Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200
In the 200th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the value of financial planning and their current approach to communicating that value to clients. For full show notes, see kitces.com and thesocietyofadvice.com.
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More from Kitces and Carl - Real Talk for Real Financial Advisors
Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199
The Temptation To Take On More Clients To Build (3X) Enterprise Value: Kitces & Carl Ep 198
Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is: Kitces & Carl Ep 197
When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs: Kitces & Carl Ep 196
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