Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is: Kitces & Carl Ep 197
It offers a discussion of client communication around values and priorities, a common challenge when clients cannot clearly state what matters to them. Advisors may find it relevant to conversations about aligning capital with client goals.
Summary
By the running an ria deskIn episode 197 of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can identify what is important to clients, including when clients are unsure themselves. The episode focuses on helping clients articulate their priorities and align their capital with those priorities.
- The episode covers figuring out what is important to clients.
- It also covers helping clients figure out what is important for themselves.
- The discussion is framed around clients who do not know what is really important.
- The stated focus is aligning capital to what is really important.
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