Kitces and Carl - Real Talk for Real Financial Advisors Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142
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Jul 11, 2024 Client communication expert Carl Richards and Michael Kitces dive into impactful questions for deeper client connections, including childhood money memories and values. They discuss the power of probing questions to understand clients' perspectives and foster meaningful conversations about money across life stages.
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Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
The Power of Asking High-Quality Questions in Client Conversations
02:00 • 6min
Childhood Memories of Saving Money in a Blue Box
07:50 • 2min
Reflections on Childhood Experiences and Socioeconomic Status
09:32 • 18min
Exploring Money and Emotions Across Life Stages
27:17 • 16min
The Importance of Meaningful Money Conversations in Initial Meetings
43:30 • 2min