16min 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

Exploring Money and Emotions Across Life Stages

This chapter delves into various life stages where money plays a key role, such as childhood memories, transitioning into adulthood, integrating finances in marriage, and client meetings. Thought-provoking questions are discussed to explore early memories and beliefs about money, values, and relationships, aiming to spark deep conversations and create meaningful connections with clients. The process of using questions to understand personal values and perspectives leads to powerful client interactions, transitioning from surface-level concerns to profound reflections and authentic sharing of experiences.

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