4min chapter

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

Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

The Blue Couch - The First Speaking Engagement

The blue couch is the first speaking engagement for robert, sophia and the snappy crackin team. They discuss how to get clients on board with financial advice in a bull market. How do you convince people of your value when everything's already going well in their lives? And why did they come to meet with you? Give us a little bit more context so we can keep such a conversation narrow.

00:00

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