Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158
Kitces and Carl - Real Talk for Real Financial Advisors
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Intro
This chapter highlights the critical role of managing client expectations in financial planning meetings. The discussion emphasizes clear communication and boundary-setting to alleviate client fears, enriched by a dynamic dialogue exploring differing perspectives on client interactions.
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Transcript
