
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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