Communicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 12 episode artwork

EPISODE · Jul 18, 2019 · 31 MIN

Communicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 12

from Kitces and Carl - Real Talk for Real Financial Advisors

For our 12th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss if sending market commentary to clients actually helps solve any problems (or if it's just a relic of a product-centric industry), what sorts of clients benefit the most from proactive communication (and why), and ultimately, why sending investment market commentary to clients may be a good thing to do… even if the majority of your clients never even read it!

Episode metadata supplied by the publisher feed · Published Jul 18, 2019

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Communicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 12

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