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 Make Sure People Know That There's Nothing to Do
Kitsis: Being in a position to tell people that there's nothing to do is actually hard work. Richards: If you can find ways to systematically drop that in so that they know, like we looked at this, we're on it. And I would use stronger language there. Like we really care about this. We know what we're doing.
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.
