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Kitces and Carl - Real Talk for Real Financial AdvisorsEpisode from the podcastKitces and Carl - Real Talk for Real Financial Advisors
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Do You Really Have To Go Deep With Every New Client In The First Meeting?

Do You Really Have To Go Deep With Every New Client In The First Meeting?

Released Thursday, 10th July 2025
Good episode? Give it some love!
Do You Really Have To Go Deep With Every New Client In The First Meeting?

Do You Really Have To Go Deep With Every New Client In The First Meeting?

Do You Really Have To Go Deep With Every New Client In The First Meeting?

Do You Really Have To Go Deep With Every New Client In The First Meeting?

Thursday, 10th July 2025
Good episode? Give it some love!
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From The Podcast

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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.

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