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Dressing Up For Clients (Do Advisors Really Need To Dress For Success?): Kitces & Carl Ep 110
Manage episode 361168924 series 2602166
In our 110th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about the idea that advisors should dress a certain way for credibility.
For full show notes, see kitces.com and thesocietyofadvice.com.
155 odcinków
Manage episode 361168924 series 2602166
In our 110th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about the idea that advisors should dress a certain way for credibility.
For full show notes, see kitces.com and thesocietyofadvice.com.
155 odcinków
Wszystkie odcinki
×1 How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155 37:08
1 The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154 32:49
1 Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153 36:12
1 Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152 30:59
1 What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151 35:01
1 When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150 28:45
1 Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149 31:36
1 Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148 34:37
1 Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147 33:48
1 Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146 29:40
1 Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145 32:12
1 The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144 28:32
1 Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143 36:08
1 Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142 45:43
1 Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141 38:39
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