Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134
Kitces and Carl - Real Talk for Real Financial Advisors
00:00
Making Dreams a Reality: The Importance of Understanding Client Desires
The chapter explores a financial planner's initiative in helping a client achieve a lifelong dream of traveling abroad to watch a rugby match, despite initial hesitations about finances and physical discomfort. It emphasizes the significance of understanding and supporting clients' aspirations to make their dreams come true.
Transcript
Play full episode
