Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199
Advisors can face difficult client conversations about prior financial decisions, and this episode is framed around how to approach delivering that news.
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In episode 199 of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to approach telling a client that their past financial moves were suboptimal. The episode focuses on the conversation itself rather than on specific financial products or strategies.
The episode is the 199th installment of Kitces & Carl.
Michael Kitces and Carl Richards discuss telling a client that past financial moves were suboptimal.
The description points listeners to full show notes at kitces.com and thesocietyofadvice.com.
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