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

Unveiling Client's Desires

In the initial meeting with a client, it's crucial to focus on understanding their needs and desires by asking a series of discovery questions to paint a picture of their desired future state. This approach allows for a deep connection and helps in diagnosing what is important to the client, paving the way for potential solutions and further discussions in subsequent meetings to build and nurture the relationship effectively.

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