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Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

Exploring the Line Between Permission and Talking Clients Out of Decisions

Discover the framework for navigating the delicate balance between giving clients permission and challenging their decisions. Learn about the concept of trade-offs and the importance of exploring the gaps between desires and actions.

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