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

Thinking About The Value Of Financial Planning: Kitces & Carl Ep 01

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

How to Frame Value Outside of the Portfolio

Michael Kitzis: We have to start figuring out how to frame value outside of the portfolio. The more we keep trying to bring our value proposition back to the portfolio, I think that's the beginning of all the problems," he says. "I've devoted almost all of my interactive time to email versus Twitter or anything else"

Play episode from 30:18
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