When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114

Kitces and Carl - Real Talk for Real Financial Advisors

内容由Michael Kitces, MSFS, MTAX, CFP, and Carl Richards提供。所有播客内容（包括剧集、图形和播客描述）均由 Michael Kitces, MSFS, MTAX, CFP, and Carl Richards 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

1+ y ago 36:19

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For many financial advisors, keeping an open line of communication with clients is a key component of building trust, understanding the client’s values, and developing a meaningful plan to help them reach their financial goals.

In our 114th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss ways for financial advisors to talk to clients tempted by promises of higher returns from other financial professionals, how they can ensure that all clients stay focused on the goals their financial plans were created to help them achieve, and why it’s so important to remind clients of their actual value.

For full show notes, see kitces.com and thesocietyofadvice.com.

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