4min chapter

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When Clients Want Certainty You Just Can't Give Them: Kitces & Carl Ep 92

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

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.

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