When you want to learn something about financial planning and advice, the ultimate source is Michael Kitces.
Most people know Michael is a spreadsheet-loving, technical wizard.
What most people don’t know is that he also fully believes in the human side.
In this episode, Michael explains the skills and processes advisors need to know on the path to mastering the human side of advice.
You’ll Learn:
- What Michael says is the #1 skill for financial advisors
- The drawbacks to marketing the human side to prospects
- Why you can’t believe clients when they tell you their goals
- Why Michael only wears blue shirts (and how many he owns)
- The method Michael uses to uncover what clients really value
- Why the 3-year mark changes everything for an advisory business
And more!
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