Kitces and Carl - Real Talk for Real Financial Advisors

Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122

Oct 5, 2023
Michael Kitces and client communication expert Carl Richards discuss guiding clients' non-sensible decisions, aligning values with capital, tragic cases of late financial help, navigating client permission and decision challenging, and the role of emotions in financial advice.
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1
Introduction
00:00 • 3min
2
Navigating Financial Planning: Incorporating Non-Sensible Decisions
03:29 • 20min
3
Aligning Capital with Values and the Importance of Judgment Calls
23:03 • 3min
4
Financial Help Tragedy
26:25 • 3min
5
Exploring the Line Between Permission and Talking Clients Out of Decisions
29:51 • 2min
6
Navigating Human Emotions and Financial Advice
31:28 • 2min