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Kitces & Carl Ep. 35: Favorite Questions To Ask A Prospective Client To Build Trust
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- čas přidán 14. 08. 2024
- In our 35th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards explore their favorite questions to ask in a first meeting with a prospective client in order to get to know them better, start to establish trust, and take the initial steps towards building what will hopefully develop into a long-term, mutually-beneficial relationship.
Great stuff!! Thanks guys!
This is great material!! Thanks so much!!
I had someone who unexpectedly call me last week, and I haven't had the best experience with them. Now I have a great follow up call!
I wish my firm had these type of training. No corporate fluff but what top advisors really say when they leave are in their office
Hey Michael,
Is there anyway you guys could share the pieces you and Carl are referring to? Appreciate all your help within our industry.
Who is Bill?