Kitces and Carl - Real Talk for Real Financial Advisors When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139
May 30, 2024
Client communication expert Carl Richards joins Michael Kitces in discussing the tipping point for financial advisors to shift from constant learning to focusing on providing value. They explore simplification in client services, the challenges of removing unnecessary services, and the importance of surveying clients to understand their needs for client retention.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Uncovering True Client Preferences
04:08 • 13min
Balancing Value and Utilization for Client Retention
16:49 • 9min
Exploration of Continuous Learning and Business Adaptation
25:55 • 2min
Exploring the Balance Between Continuous Learning and Self-Worth in Business
27:27 • 3min