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Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

The Goal Isn't the Main Goal

Regus has a very like because clearly, since said at once thit's the only thing you're ever allowed to do. And granted, for a lot of cliemts, like they have said, i really want to pursue this. But as nelik, sometimes the goalis t change. Sometimes we didn't actually understand. Change also gives an opportunity just to clarify. Welli know tho things changed, but that wasn't really quite my goal.

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