Communicating With Clients To Bring Them Under The Cone Of Trust: Kitces a Carl Ep 12

For our 12th episode of Kitces a 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!

2356 232

Suggested Podcasts

Design Matters Media

Rahul Mir

Harsh

Beyond The Obvious

Rimarsoon B. Dignos

Parkash Rana

Hubhopper

Anmolika Saxena, Prakirti Gautam, Mitali Arora, Priyanka