Kitces and Carl - Real Talk for Real Financial Advisors artwork

The Better Way To Send Market (And Other) Commentary Emails To Clients: Kitces & Carl Ep 13

Kitces and Carl - Real Talk for Real Financial Advisors

English - August 01, 2019 10:00 - 34 minutes - 46.8 MB - ★★★★★ - 200 ratings
Management Business Investing advisor carl financial financialplanning michael carlrichards financialadvisor kitces michaelkitces realfinancialadvisor Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Communicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 12
Next Episode: Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14

So, in our (lucky) 13th episode, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss why it’s important to send regular commentary, provide a specific example of an easy and effective way to let clients know that you are thinking about them and their challenges, and why it matters so much that it ultimately comes from you (versus any number of white-labeled, off-the-shelf offerings).