The Importance Of Likability As A Financial Advisor: Kitces & Carl Ep 03 episode artwork

EPISODE · Jun 24, 2019 · 25 MIN

The Importance Of Likability As A Financial Advisor: Kitces & Carl Ep 03

from Kitces and Carl - Real Talk for Real Financial Advisors

In our third episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of how important it is to be "likeable" as a financial advisor, why being your "authentic self" when it comes to communicating and interacting with clients might matter more, and why it's important for newer advisors to avoid sending mixed signals to clients when trying to differentiate themselves.

Episode metadata supplied by the publisher feed · Published Jun 24, 2019

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The Importance Of Likability As A Financial Advisor: Kitces & Carl Ep 03

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This episode was published on June 24, 2019.

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