Articulating The Evolving Value Of Financial Planning To Prospects - Kitces & Carl Ep 200
The episode is aimed at how advisory firms talk about and position their offering to prospects, which is directly relevant to how an RIA describes and prices its service. It focuses on messaging and client conversations rather than markets or products.
Summary
By the running an ria deskIn the 200th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the value of advice has changed over time and how to explain that value to clients. The episode is segmented into a discussion of what the 'real' value of financial advice is, how advisors can market the intangible value of advice, implementation as the next frontier of advice, and moving clients from the 'present' problem to transformative planning.
- The episode is the 200th installment of the Kitces & Carl podcast
- The discussion centers on how the value of advice has changed over time and how to explain it to clients
- Segments cover marketing the intangible value of advice and implementation as the next frontier of financial advice
- A later segment addresses moving clients from the 'present' problem to transformative planning
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