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

Kitces and Carl - Real Talk for Real Financial Advisors

Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163

May 1, 2025
32:48

In our 163rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients not only ignore advice but actively push back against it.

For full show notes, see kitces.com and thesocietyofadvice.com.

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