Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170
Kitces and Carl - Real Talk for Real Financial Advisors
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Tactical Resiliency: Cash, Portfolios, Counseling
Practical tactics for advisors: increase liquidity, trim burn, adjust investment allocations, pause commitments, and use empathetic, stepwise client conversations and follow-ups.
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