When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114
Kitces and Carl - Real Talk for Real Financial Advisors
The Importance of Alignment in Investment Planning
Stephen Julie: We wanted the portfolio to match those goals and values. In order to make that happen, what makes that happen is the investment process. He says he's excited when clients care at this level because it's his favorite part of job. Stephen Julie: Even after this conversation, I wouldn't do anything different than what we're doing right now.
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