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

Page: https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/when-prospects-say-no-because-they-re-not-ready-to-break-up-with-their-current-advisor-kitces-carl-ep-173
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Podcast: [Kitces and Carl - Real Talk for Real Financial Advisors](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553)
Published: 2025-09-18T10:00:00+00:00
Episode link: https://kitcesandcarl.libsyn.com/when-prospects-say-no-because-theyre-not-ready-to-break-up-with-their-current-advisor-kitces-carl-ep-173
Audio file: https://traffic.libsyn.com/secure/kitcesandcarl/KCP173.mp3?dest-id=1362281
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Duration seconds: 1740

## Resource

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 .

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## Transcript

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