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Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142 - Kitces and Carl - Real Talk for Real Financial Advisors | OndaCast

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Back to Kitces and Carl - Real Talk for Real Financial Advisors

EPISODEJuly 11, 2024

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

DeKitces and Carl - Real Talk for Real Financial Advisors•Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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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Podcasto

Back to Kitces and Carl - Real Talk for Real Financial Advisors

EPISODEJuly 11, 2024

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

DeKitces and Carl - Real Talk for Real Financial Advisors•Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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Waves Explore Library Vibes Podcasts Audiobooks