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

11 Jul · Kitces and Carl - Real Talk for Real Financial Advisors

00:45:43

In our 142nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss impactful questions to ask clients in order to create deeper conversations and deeper connections.

For full show notes, see kitces.com and thesocietyofadvice.com.

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Episoder

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Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142
11 Jul· Kitces and Carl - Real Talk for Real Financial Advisors
In our 142nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss impactful questions to ask clients in order to create deeper conversations and deeper connections.

For full show notes, see kitces.com and thesocietyofadvice.com.
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Episoder

When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150

Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149

Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148

Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147

Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146

Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145

The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144

Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143

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

Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141

Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140

When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139

Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138

When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137

Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136

Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135

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

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

What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132

What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131