Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163
Kitces and Carl - Real Talk for Real Financial Advisors - En podcast af Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - Torsdage
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In our 163rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients not only ignore advice but actively push back against it. For full show notes, see kitces.com and thesocietyofadvice.com.
