3min chapter

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

How to Help a Client Uncover Their First Guess

Michael kitsus and karl richards talk about the art of dancing with dragons. They also share their tips on how to help your clients achieve their goals. The episode airs at 8 p.m. ET/PT, 9 a.m. GMT (GMT-8:30am ET)

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