Overcoming Self-Esteem Issues in Financial Planning

In this conversation, Carl Richards shares his experience of helping clients overcome their self-esteem issues when it comes to their finances. He explains how reframing the client's mindset and goals can lead to successful financial planning.

Carl also shares his tips on effective communication with clients, including the importance of considering their schedules and the benefits of asynchronous communication.

This clip is just some of what went on in the entire episode of Kitces & Carl found here: https://www.kitces.com/blog/asynchronous-meetings-financial-advisor-increasing-client-touch-points-communication/

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