Kitces & Carl Ep 163: Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed – Go Health Pro
Advisors spend a lot of time crafting their financial advice recommendations – and how they deliver those recommendations – for their clients. These ultra-personalized suggestions are central to what makes financial advice valuable and can have a significant impact on a client’s life. So, what happens when a client doesn’t act on that advice – … Read more