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
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The Importance of Getting the Other Stuff Right
Julie: I would be more along the lines like I probably wouldn't do. Even Julie, if I knowing what I know now, even after this conversation,. I wouldn't do anything different here, except maybe be a little bit better with my communication. Dr. Terry: For years, I, I ran into this problem when I discovered that it mattered deeply, but it mattered not at all. If we don't get the other stuff right, I came across as dismissive.
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