Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158

Michael Kitces and Carl Richards dive into the critical art of managing client expectations in financial planning. They stress the importance of allowing clients to reflect rather than rushing into decisions, advocating for a structured two-meeting process. The duo discusses the significance of ongoing communication and tailoring financial solutions post-signing. They also highlight the need for clear expectations and a concise plan to foster better advisor-client relationships, all while navigating the emotional landscape of client commitments.