Kitces and Carl - Real Talk for Real Financial Advisors Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142
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Jul 11, 2024 
Client communication expert Carl Richards and Michael Kitces dive into impactful questions for deeper client connections, including childhood money memories and values. They discuss the power of probing questions to understand clients' perspectives and foster meaningful conversations about money across life stages.
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Josh Brown's Lost $100
- Josh Brown recounted getting $100 at summer camp and losing it, which he hadn't discussed in 25 years.
- That story shaped his protectiveness and skepticism in financial life.
Help Clients Reframe Childhood Events
- When a childhood memory lands emotionally, ask 'What do you make of that now?' or 'If you could talk to your younger self...'.
- These questions let clients reframe meaning and reduce unconscious drivers.
Family Money Rituals Reveal Values
- Small childhood rituals like allowance or a ledger carry deep meaning and shape money behavior.
- Noticing those rituals reveals values and teaching that formal questionnaires miss.