5min chapter

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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

The Dismissiveness of Investment Performance

Carl Safina: I like talking about financial planning, not like that investment performance stuff. He says it's a challenge for those of us who know that it doesn't matter. Every newspaper, the radio on the way home from work, your friends, your neighbors,. The stroll through the financial planning section in Barnes and Noble is more like financial advice than investments.

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