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

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Effective Questioning for Building Relationships

Structured questions can be used in initial conversations, but incorporating fun and simple questions can also be effective in building relationships. Asking questions like 'What brought you in today?' and 'How do you think we could help with that?' can be powerful in engaging with clients, partners, or family members.

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