
Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134
Kitces and Carl - Real Talk for Real Financial Advisors
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.
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.