Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157
Kitces and Carl - Real Talk for Real Financial Advisors
Creating Control and Comfort for Prospective Clients
This chapter focuses on the significance of establishing a predictable environment for prospective clients during initial meetings with financial advisors. It discusses how attention to small details, like parking arrangements, can reduce anxiety and improve the overall client experience.
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