4min chapter

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

Dressing Up For Clients (Do Advisors Really Need To Dress For Success?): Kitces & Carl Ep 110

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

The Importance of Symbolic Meeting

I found the framing of one step above the client to be very helpful and frankly like the the strategy because you don't always know what that's going to be. I would start in okay I'm gonna have the jacket and the tie and all of itOkay if my if my client shows up more casual like okay well then as soon as they come in we say hello I'm gonna take the jacket off. If they're hanging out in jeans in the t-shirt that I'm gonna make some joke about the tie  and I'm gonna taking the tie off too. Then I'm in dress shirt and they're in t-shirt and I'm still kind of doing a a one

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