2min chapter

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

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

CHAPTER

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.

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