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

What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

Introduction

The hosts discuss the purpose of setting goals and the importance of having a sense of direction without getting too attached. They also share advice on serving clients and building a successful business.

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