

Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74
Dec 2, 2021
Chapters
Transcript
1 2 3 4 5 6 7 8 9 10
Introduction
00:00 • 2min
The Blue Couch, Sharpy Drawing, Now, Now's the Moment
01:46 • 2min
The Critical Issues That Financial Advisors Solve
03:57 • 3min
Is There a Better Way to Accelerate a Plumbing Problem?
07:23 • 2min
We Bring You Housing Peace of Mind
09:27 • 2min
I Don't Want a Housing Piece of Mine
11:11 • 5min
What? Why Did You Come to This Meeting to Day?
16:15 • 4min
The Critical Triggers That Are Impacting Your Clients
20:15 • 2min
Is More Than Two Clients a Month Hard for Most of Us?
22:27 • 2min
Are You Solving Critical Issues?
24:42 • 3min