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

Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

Simplifying Financial Complexity

This chapter addresses the challenge of conveying intricate financial ideas in an accessible manner for clients. It emphasizes the importance of clarity over complexity, highlighting the need to create tailored communications that resonate with client experiences. Through anecdotes and reflections, the discussion underscores how well-crafted advice can guide clients through the complexities of their financial lives.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app