
When Clients Want Certainty You Just Can't Give Them: Kitces & Carl Ep 92
Kitces and Carl - Real Talk for Real Financial Advisors
Over Confidence Is a Tool in the Tool Box
There are times when over confidence is a tool in the tool box. Sometimes we have to play righteous tricks to help clients meet goals they've told us about. Superfund makes my absolutely want more from the guys with a sharpy and a spread sheet.
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.