Kitces and Carl - Real Talk for Real Financial Advisors cover image

Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

Leveraging Repeatable Conversations for Effective Client Communication

This chapter highlights the significance of recognizing and employing repeatable conversation patterns to simplify complex ideas for clients. It also explores the use of analogies and visuals to improve engagement and address client concerns effectively.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app