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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

CHAPTER

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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