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

Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

How to Craft a Life You Want to Live

I was surprised when clients came to me like, and people, and I still get this all the time now from advisors. They want you your advice expertise but they also have some very high demand expectations. So rather than hanging out your shingle as a role model, it's more a function of being intentional about aligning your use of capital, time, money, energy and attention with what's important to you.

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.
App store bannerPlay store banner