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

Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

The 'Scary Markets' Conversation Framework

Carl introduces a stepwise approach: empathize, 'please hold', revisit purpose, then explain process and portfolio design.

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