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

The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107

Kitces and Carl - Real Talk for Real Financial Advisors

00:00

Do You Know Where You're Wrong?

"I'm going in this direction. And I'm going to count on you to tell me if it's wrong, right? Like, see, you better say something quick," she says. "It's very similar to the job we do with clients in terms of planning," he adds. 'We can come at it very differently and get to their place'

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