Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195
In the 195th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between proactive and reactive client communication. For full show notes, see kitces.com and thesocietyofadvice.com.
Podzilla Summary coming soon
Sign up to get notified when the full AI-powered summary is ready.
Free forever for up to 3 podcasts. No credit card required.
Listen to This Episode
More from Kitces and Carl - Real Talk for Real Financial Advisors
Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200
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
Get summaries like this every morning.
Free AI-powered recaps of Kitces and Carl - Real Talk for Real Financial Advisors and your other favorite podcasts, delivered to your inbox.
Free forever for up to 3 podcasts. No credit card required.