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

Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Client Fulfillment and the Pursuit of 'More'

Exploring the psychological complexities of clients who cannot acknowledge their financial success and continue to strive for more, despite achieving their goals. Delicate navigation of conversations around clients' conflicting desires to start new ventures and focus on personal aspects like family time, along with the challenge of shifting their perspective to appreciate their accomplishments.

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