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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

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Enhancing Client Comfort Through Clear Communication

This chapter emphasizes the significance of setting clear expectations to alleviate client anxiety before their first meeting. It uses an illustrative anecdote about a prominent skier to demonstrate the effectiveness of proactive communication in creating a comfortable and productive environment.

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