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

Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133

Kitces and Carl - Real Talk for Real Financial Advisors

NOTE

Focusing on Client's Presenting Problems

The key insight is to meet the client where they are by addressing their immediate presenting problems, even if those are functional issues like poor performance at work. By acknowledging the significance of these problems and showing empathy towards the client's concerns, it sets the stage for a deeper conversation about underlying issues such as the importance of performance and long-term goals.

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