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
The Importance of Recognizing and Embracing the Conversation
"I feel like it has to be acknowledged. Like, yes, sometimes just it's really about the money and the performance returns," she says. "It was ultimately like I'm having these family dynamics issues ... that was not really a conversation I was ready to have with my kids." The book is published by Simon & Schuster at $24.99 per copy.
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