About this episode

Michael Kitces and Carl Richards discuss effective ways to convey the real value of financial planning to clients.

In the 186th episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss effective ways to convey the real value of financial planning so it genuinely resonates with clients. For full show notes, see kitces.com and thesocietyofadvice.com .

People in this episode

Hosts: Michael Kitces, Carl Richards

Topics covered

• financial planning
• client communication
• value proposition

Keywords

• value of financial planning
• client engagement
• communication strategies

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