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
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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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