Kitces & Carl Ep. 35: Favorite Questions To Ask A Prospective Client To Build Trust

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.

[@antisbr]

Great stuff!! Thanks guys!

[@seanbutler9429]

This is great material!! Thanks so much!!

[@jarikjayhil]

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!

[@lordbyron7287]

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

[@Coltonef99]

Hey Michael,
Is there anyway you guys could share the pieces you and Carl are referring to? Appreciate all your help within our industry.

[@djcatalyst7078]

Who is Bill?