When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114
Kitces and Carl - Real Talk for Real Financial Advisors
How to Drop in to a Wealth Management Audit
I love the idea of just systematically, whether it's once a month. Find a professional way to make sure they know that you're doing that work. And so I think that's where you got their life savings. Like let's be honest, it is higher stakes than that for them. They're hearing that it's super high stakes from everybody else. So yeah, how do you drop in?
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