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
The Importance of Professional Courtesy
"We as not us as a profession, but us as an industry that we belong to, we created this problem. Do you know what I mean? Like it's really funny that we're all like, they're so silly," he said. "Where are the ones that built this it?" He added: "Nobody was born thinking they needed a quarterly performance report."
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