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

Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88

Kitces and Carl - Real Talk for Real Financial Advisors

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What's the Reality of Financial Advice?

i can't beed how long i tried to come up with the magic words around that conversation. Two things have to happen in order for a prospective client, or somebody t you're talking to, to be interested in what you do for themselves. A lot of the marketing in our industry is around teaching people thoy have a problem, right?

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