Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158
Kitces and Carl - Real Talk for Real Financial Advisors
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Clarifying Expectations in Financial Planning
This chapter focuses on the significance of establishing clear expectations during financial planning meetings. It emphasizes the value of a concise one-page plan for aligning goals and enhancing communication between advisors and clients.
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Transcript
