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When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173
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Manage episode 507087941 series 2602166
In the 173rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle receiving the "soft no" after meeting with a client who seems like a great fit.
For full show notes, see kitces.com and thesocietyofadvice.com.
175 episodes
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on October 16, 2025 10:26 ()
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 507087941 series 2602166
In the 173rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle receiving the "soft no" after meeting with a client who seems like a great fit.
For full show notes, see kitces.com and thesocietyofadvice.com.
175 episodes
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