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

Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134

Kitces and Carl - Real Talk for Real Financial Advisors

NOTE

Building Rapport through Referencing Past Conversations

Building rapport with clients can be achieved by referencing past conversations or details they have shared, even if they are not explicitly mentioned in the current conversation. By recalling details like mentioning the client's children or grandchildren or past discussions, it creates a personal connection and shows genuine interest. This technique helps in establishing trust and deepening the relationship with the client to better understand their needs and concerns.

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