The Financial Planning Value Disconnect When Clients Don't Appreciate The Long-Term Benefits: Kitces & Carl Ep 185
About this episode
Michael Kitces and Carl Richards discuss the disconnect between the value of financial planning and client appreciation of its long-term benefits.
In the 185th episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss what clients truly value in their relationships with financial advisors. For full show notes, see kitces.com and thesocietyofadvice.com .
People in this episode
Hosts: Michael Kitces, Carl Richards
Topics covered
- financial planning
- client relationships
- value perception
Keywords
- financial advisors
- client communication
- long-term benefits
More episodes of Kitces and Carl - Real Talk for Real Financial Advisors
- The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188
- Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187
- Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place: Kitces & Carl Ep 186
- The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors: Kitces & Carl Ep 184
- Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?: Kitces & Carl Ep 183
- Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182
Explore listener stats, chart rankings, contacts and more on the Kitces and Carl - Real Talk for Real Financial Advisors podcast page.