
When Clients Want Certainty You Just Can't Give Them: Kitces & Carl Ep 92
Kitces and Carl - Real Talk for Real Financial Advisors
Real Estate Investor - I'm Still Feeling, Like, the Anks From This Adviser
Raymond Lee: I remember very specifically a client who all just called joel, and i find ought peneurs to be particularly challenging in this area. When something uncertain to the negative, particularly market exposure, shows up, there's nothing they can do. And that was a huge in my mind. It was like one of the biggest pieces of my career that i feel bad about, that i wasn't able to pull that off. But that's what we're pointing at. That's an age old problem."
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.