Kitces and Carl - Real Talk for Real Financial Advisors

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

Jun 16, 2022
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Chapters
Transcript
1
Introduction
00:00 • 2min
2
The Blue Couch - The First Speaking Engagement
02:12 • 4min
3
Why Did You Schedule a Meeting?
06:08 • 2min
4
What's the Reality of Financial Advice?
08:09 • 2min
5
I'm the Only One With a Rope
10:15 • 2min
6
Is There a Performance Problem?
12:21 • 4min
7
Is Your Money Invested the Way It Is?
16:30 • 2min
8
Do You Need It?
18:55 • 2min
9
The Life Will Deliver the Problem
21:20 • 2min
10
Is Your Portfolio Doing Great?
23:10 • 4min
11
Is There a Way to Start That Conversation?
26:52 • 2min
12
What Is Your Niche Marketing?
28:56 • 2min
13
Are You a Walking Generality or a Meaningful Specific?
31:04 • 2min