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Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Is Your Money Invested the Way It Is?

i always love this question. I used to ask it on aeroplanes just for fun, like, why is your money invested the way it is? Now, again, in bull market'sthe answer we often get is, like, i read about it on cm b c or i i i the secret. But the answer we never get is, well, this portfolio is designed intentionally to help me meet my goal, right? Like, you never get that answer, right? And that's the only answer that really matters.

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