Kitces & Carl Ep 142: Carl’s 13 Magical Questions Of Conversational Goodness With (New) Clients
Carl Richards says George Kinder “was really just 30 years ahead of his time” on the Kitces & Carl Podcast. In episode 142, Michael and Carl chat about the meaningful questions advisors can ask to help their clients define their relationship with money and what they want it to do for them.Carl says that George has “been thinking about this forever. And the work is just so impactful if you’ve been through it. Scott Frank took my wife and I through the George Kinder, the EVOKE® process. He was our planner that took us through it. It’s incredible.”
