Communicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 12
Kitces and Carl - Real Talk for Real Financial Advisors - Ein Podcast von Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - Donnerstags
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For our 12th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss if sending market commentary to clients actually helps solve any problems (or if it’s just a relic of a product-centric industry), what sorts of clients benefit the most from proactive communication (and why), and ultimately, why sending investment market commentary to clients may be a good thing to do… even if the majority of your clients never even read it!
