Kitces and Carl - Real Talk for Real Financial Advisors

← Kitces and Carl - Real Talk for Real Financial Advisors17. Sept. · 33 Min.

Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199

Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 19917. Sept.33 Min.
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In the 199th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to approach telling a client that their past financial moves were suboptimal.

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