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When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114
Kitces and Carl - Real Talk for Real Financial Advisors
The Importance of Holding Five Minutes at the End of Every Client Meeting
Investment performance is actually important for many of our clients to reach their goals. So I think the important piece here is not necessarily like, is it wrong to send a quarterly performance report? No, not at all. Like maybe you don't need to. And so I can hear advisors saying like, I never get calls like that. But you know, everyone's why they come up and they're pretty dramatic and they feel like the thing.
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