Kitces and Carl - Real Talk for Real Financial Advisors cover image

Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

We Bring You Housing Peace of Mind

A lot of the stuff we offer really isn't actually that critical of an issue. E, in a world where i see more and more firms, youknow, we o. Ar we we of the best expertise in the most comprehensive plans. We're more experte than everybody else. But from the clientilic, i don't know what you solve. And so e tri to evolve that way a little bit further. Thet's ca eu likeand.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app