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Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142
Kitces and Carl - Real Talk for Real Financial Advisors
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.
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Listen to the best highlights from the podcasts you love and dive into the full episode