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

Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

How to Talk Through Challenges With Clients

Kitsis: Can I find my mentor, my guide, my confidants? Richards: It comes down to recognizing that we're not always the most objective observer of our own situations. "I just need a friend, a colleague, a family member, a peer, a mentor," Kitsis says.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner