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Content provided by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163

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Manage episode 480043768 series 2602166
Content provided by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In our 163rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients not only ignore advice but actively push back against it.

For full show notes, see kitces.com and thesocietyofadvice.com.

  continue reading

163 episodes

Artwork
iconShare
 
Manage episode 480043768 series 2602166
Content provided by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Kitces, MSFS, MTAX, CFP, and Carl Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

In our 163rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients not only ignore advice but actively push back against it.

For full show notes, see kitces.com and thesocietyofadvice.com.

  continue reading

163 episodes

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