4min chapter

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

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

Kitces and Carl - Real Talk for Real Financial Advisors

CHAPTER

How Do You Deal With Clients That Really Want Certainty?

Wriht: How do you deal with clients that are just really looking for certainty and not so keen on, the well, we're just going to be dynamic and up date as we go? Wriht: There is a more fundamental piece of particularly if as we build these businesses around helping clients manage their assets. "If i don't promise them performance, if i don't talk about performance, o out to engage n performance, i'r gon to go somewhere else"

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