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

Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Is There a Warning Sign?

Financial planners are uniquely positioned and have been given implied permission, least the way i think of the job. The job is to get that alignment. And we want those circles overlapping at least some. But by nature of being human, that overlaps going to change. We don't even know how to tell people there's brockley between their teeth, right? How do we tell them that buying the car is putting it risk t hanging out with the daughter? Right? There's all sorts of reasons for that warning sign. Part of it is, you know, we don't want to be called out ourselves, right? Like part of it's this old sort of wisdom tradition thing that

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.
App store bannerPlay store banner