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Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166

Kitces and Carl - Real Talk for Real Financial Advisors

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Navigating Financial Risks and Adaptability

This chapter uses skiing as a metaphor for financial planning, emphasizing the unpredictable nature of risk and reward in investing. It highlights the importance of helping clients understand that past successes may be misleading and stresses the need for flexibility in strategic planning. Additionally, the discussion explores the balance between solidifying core competencies and adapting to the evolving financial landscape.

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