Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163

from Kitces and Carl - Real Talk for Real Financial Advisors

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.

Episode metadata supplied by the publisher feed · Published May 1, 2025

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Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163

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This episode was published on May 1, 2025.

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