Helping Clients Align Their Capital To What’s REALLY Important - Kitces & Carl Ep 197
For wealth professionals who work with clients on goals and communication, the episode focuses on the challenge of helping clients express what matters to them. It may be useful for advisors whose clients have difficulty articulating their priorities.
Summary
By the running an ria deskIn this Kitces & Carl episode, Michael Kitces and client communication expert Carl Richards discuss how advisors can explore what clients really want, especially when clients struggle to articulate it. The episode covers aligning capital with values, why commitment matters in determining what clients actually value, and how to dive deeper into clients’ underlying wants.
- The episode features Michael Kitces and client communication expert Carl Richards discussing what clients really want.
- It addresses the difficulty clients can have in articulating their own goals.
- The chapters cover aligning capital with values, commitment and what clients actually value, and diving into clients’ underlying wants.
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