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Episode

When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173

Podcast
Kitces and Carl - Real Talk for Real Financial Advisors
Published
Sep 18, 2025
Duration seconds
1740
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https://kitcesandcarl.libsyn.com/when-prospects-say-no-because-theyre-not-ready-to-break-up-with-their-current-advisor-kitces-carl-ep-173
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Summary

In the 173rd episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss how to handle receiving the "soft no" after meeting with a client who seems like a great fit. For full show notes, see kitces.com and thesocietyofadvice.com .