2min chapter

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

Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Intro

Learn how asking deeper questions like clients' hopes for their children's relationship with money and earliest money memories can help financial advisors connect with clients on a more profound level, leading to improved service and understanding.

00:00
Speaker 1
It's so funny how emotional I get about this, just because I can feel the conversations that have happened. Like your daughter's now 30 and I have her on the show. What do you hope she would say about her relationship to money? That's been just so good. And that's a great question with clients. Your earliest memory of money, great question. What does enough mean? Were you one of the poor kids, the rich kids? I mean, I could tell you so many stories about client, like these kind of questions with clients that if I had not known the answer, I don't know how I would have done my job. And it certainly wasn't going to come up in my risk tolerance questionnaire. One draws with a Sharpie. The other nerds out with spreadsheets, but both share a passion for helping real financial advisors get better. Join the industry's preeminent blogger, Michael Kitsis, and client communication expert, Carl Richards, as they share their unique perspectives and advice on how to more effectively serve your clients, be more intentional when building your own business, and make sure you actually have a life in the process. Without further ado, here are your hosts, Kitsis and Karl. Well,
Speaker 2
good afternoon, Karl. Hello, Michael. I am really excited today. Do you know why? I
Speaker 1
don't know. I don't know why, man. Because
Speaker 2
today is question day. Today is the day. Jack had his magic beans and Carl has his magic questions. So I am excited to hear Carl's magic questions of conversational goodness?
Speaker 1
I
Speaker 2
can trademark that, right? Carl's magical questions of conversation goodness.
Speaker 1
Yes, that's like the, what was it? The lifestyle planner revenue generator deluxe model? Yes,
Speaker 2
yes.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode