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

Jun 16, 2022

32:54

Highlights

AI Chapters

Episode notes

Is There a Performance Problem?

Introduction

2min

The Blue Couch - The First Speaking Engagement

4min

Why Did You Schedule a Meeting?

2min

What's the Reality of Financial Advice?

2min

I'm the Only One With a Rope

2min

Is There a Performance Problem?

4min

Is Your Money Invested the Way It Is?

2min

Do You Need It?

2min

The Life Will Deliver the Problem

2min

10.

Is Your Portfolio Doing Great?

4min

11.

Is There a Way to Start That Conversation?

2min

12.

What Is Your Niche Marketing?

2min

13.

Are You a Walking Generality or a Meaningful Specific?

2min

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.