13min chapter

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

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Navigating Conflicting Emotions in Financial Planning

The chapter explores the emotional turmoil clients face regarding work-life balance and wealth accumulation, delving into the underlying fears and desires that drive their financial decisions. It emphasizes the role of financial advisors in guiding clients towards realizing alternative paths and addressing emotional obstacles towards achieving true goals. The conversation highlights the importance of aligning values with financial plans to facilitate meaningful experiences for clients.

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