Kitces and Carl - Real Talk for Real Financial Advisors cover image

Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

Offer Compromise: Small Tactical Adjustments

Michael and Carl suggest modest changes—rebalancing or slight allocation shifts—to ease client anxiety without full exits.

Play episode from 34:12
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app