Kitces and Carl - Real Talk for Real Financial Advisors cover image

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

00:00

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.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app