Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195

Episode notes

In the 195th episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between proactive and reactive client communication. For full show notes, see kitces.com and thesocietyofadvice.com .

• When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs: Kitces & Carl Ep 19686 / 100
• When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl Ep 19365 / 100
• Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl Ep 194
• Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl Ep 192
• Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple: Kitces & Carl Ep 191