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Kitces and Carl - Real Talk for Real Financial Advisors chevron_right

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

Dec 2, 2021
28:07
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1
Introduction
00:00 • 2min
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2
The Blue Couch, Sharpy Drawing, Now, Now's the Moment
01:46 • 2min
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3
The Critical Issues That Financial Advisors Solve
03:57 • 3min
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4
Is There a Better Way to Accelerate a Plumbing Problem?
07:23 • 2min
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5
We Bring You Housing Peace of Mind
09:27 • 2min
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6
I Don't Want a Housing Piece of Mine
11:11 • 5min
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7
What? Why Did You Come to This Meeting to Day?
16:15 • 4min
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8
The Critical Triggers That Are Impacting Your Clients
20:15 • 2min
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9
Is More Than Two Clients a Month Hard for Most of Us?
22:27 • 2min
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10
Are You Solving Critical Issues?
24:42 • 3min
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