
Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74
Kitces and Carl - Real Talk for Real Financial Advisors
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I Don't Want a Housing Piece of Mine
Ery: I don't think we do a good job of actually defining the issues that are truly critical in the client's mind. He says financial planning might be the process to do the fix, but it's not the fix. Ery: Do people wake up in the morning thinking they have a financial peace of mind problem? We're trying to sell the housing piece of inton and can't figure ou why no one wants to buy it.
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