Talking Clients Off The Ledge From 'Scary' Markets: Kitces & Carl Ep 18

Kitces and Carl - Real Talk for Real Financial Advisors · Oct 10, 2019 · 35m

In our 18th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards extend their last podcast and look at communication strategies advisors can use to set the stage for helping clients actually make better decisions after 'talking them off the ledge', using a three-part pyramid framework: the Plan, at the foundation of the pyramid (representing the financial plan itself that was developed around the client's personal values and goals); the Process, in the middle (i.e., the method whereby an advisor helps their client determine how those values and…