Thinking About The Value Of Financial Planning: Kitces & Carl Ep 01
Kitces and Carl - Real Talk for Real Financial Advisors
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The Value of Behavioral Conversations
"I don't see a lot of people that come in and says, Hey, I'd love to have a conversation where you help me clarify my goals," he said. "And so that's always been my challenge around the, like, I don't disagree with the value that we create around a lot of the behavioral discussions." He added: "We can't prove this to you... But once every three to five years to make a mistake ... It'll be there!"
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