
Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86
Kitces and Carl - Real Talk for Real Financial Advisors
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.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.