Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145

Carl Richards, a client communication expert renowned for his insights on financial planning, joins the discussion on effectively conveying the value of life planning. They explore how financial advisors can market their unique approach before investing in client meetings. The conversation highlights the importance of understanding clients' emotional needs and crafting exceptional experiences that foster positive referrals. They delve into niche marketing strategies for attracting ideal clients, emphasizing tailored conversations for those navigating significant life transitions.