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Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86

Kitces and Carl - Real Talk for Real Financial Advisors

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Clarify Your Goals Over Time

i really like this framing of you i we're in the business of helping clients to clarify their goals over time. But ithik the phrase goald clarification over time to be super powerful, because gold clarification sor acknowledges tat we might not actually be that clear about our goalst i think i know what my goals are, but i don't really. Or maybe i'm not even really actualy surewhat my gols are, because noones have really asked me that point blank. That gives people a little bit of room to realize that this is normal and human behavior,. all three of those.

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