Helping Clients Understand What It Really Means To Retire: Kitces & Carl Ep 16
Kitces and Carl - Real Talk for Real Financial Advisors
English - September 12, 2019 10:00 - 27 minutes - 38.1 MB - ★★★★★ - 200 ratingsManagement Business Investing carl financial advisor carlrichards financialadvisor financialplanning kitces michael michaelkitces realfinancialadvisor Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Why Are We So Afraid To Just Listen: Kitces & Carl Ep 15
In our sixteenth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards explore different ways advisors can frame their conversations with clients when helping them envision and plan for a retirement they can actually look forward to, how to integrate relevant “what if” scenarios for a client that can help them truly understand the range of options available that they may not have otherwise thought possible, and practical ways to ask questions in a way that probes what clients love to do, what excites them, and what brings them joy – which, in turn, can spark retirement ideas that they will be truly motivated to pursue.