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
Intro
This chapter explores the anxieties clients may feel during their initial meetings with financial advisors and emphasizes the importance of setting clear expectations. The discussion includes strategies for financial professionals to foster a more inviting environment, akin to first visits in other settings like gyms.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
