Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74

Dec 2, 2021

28:07

Highlights

AI Chapters

Episode notes

The Critical Triggers That Are Impacting Your Clients

Introduction

2min

The Blue Couch, Sharpy Drawing, Now, Now's the Moment

2min

The Critical Issues That Financial Advisors Solve

3min

Is There a Better Way to Accelerate a Plumbing Problem?

2min

We Bring You Housing Peace of Mind

2min

I Don't Want a Housing Piece of Mine

5min

What? Why Did You Come to This Meeting to Day?

4min

The Critical Triggers That Are Impacting Your Clients

2min

Is More Than Two Clients a Month Hard for Most of Us?

2min

10.

Are You Solving Critical Issues?

3min

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