Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86
Kitces and Carl - Real Talk for Real Financial Advisors
Is That Still Something?
Some kinds need a punch in the nose, that's fine. Some need an apathetic hug so you can have the same conversation ampathetically. For me, i would rather have my financial planner just say to me, bro, you said this. You're doing this. I'll get it.
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