DiscoverKitces and Carl - Real Talk for Real Financial AdvisorsDo You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168
Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168

Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168

Update: 2025-07-10
Share

Description

In our 168th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it’s more effective to dive deep in the first client meeting or to focus on the immediate issue and reserve the more emotional conversations for future sessions.

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

Comments 
In Channel
loading
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168

Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168