Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158

34:52
 
Share
 

Manage episode 467601420 series 2602166
Content provided by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In our 158th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the reasoning behind not allowing clients—even excited ones—to sign up the day of their first meeting.

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

  continue reading

162 episodes

Artwork
iconShare
 
Manage episode 467601420 series 2602166
Content provided by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In our 158th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the reasoning behind not allowing clients—even excited ones—to sign up the day of their first meeting.

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

  continue reading

162 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Listen to this show while you explore
Play