Michael Kitces proposes shift in client meeting strategy
@MichaelKitces: Kitces shifts client meetings
Michael Kitces, a prominent financial advisor and expert, introduces a new approach to client meetings by replacing traditional data gathering sessions with a ''get organized'' client experience.
This innovative approach aims to streamline the initial phase of financial advising, transforming it from a data-heavy interaction into a more constructive and engaging experience for clients. Kitces' proposal emphasizes efficiency and client satisfaction, potentially setting a new standard in the financial advisory industry.
The concept is not just about gathering information but helping clients actively organize their financial lives, which can lead to a more tailored and impactful advisory service.
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In the previous news, tweet author Michael Kitces discussed the dynamics of financial advisor compensation.
