Kitces and Carl - Real Talk for Real Financial Advisors cover image

Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142

Kitces and Carl - Real Talk for Real Financial Advisors

NOTE

Letting People Sit with their Words

The speaker discusses not letting people off the hook and allowing them to sit with their words instead. They mention a shift from focusing on family and community to the present moment. They also talk about the importance of asking what 'enough' means to someone, which can lead to deep and lengthy conversations.

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