Kitces and Carl - Real Talk for Real Financial Advisors Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134
8 snips
Mar 21, 2024 Financial experts discuss helping clients who struggle to recognize their financial success and continue to chase more, exploring the importance of understanding client desires and navigating conflicting emotions in financial planning. The episode highlights the delicate balance of work-life priorities and fulfilling client dreams.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Client Fulfillment and the Pursuit of 'More'
01:43 • 7min
Making Dreams a Reality: The Importance of Understanding Client Desires
08:16 • 3min
Exploring the nuances of client behaviors and values in financial planning
11:17 • 2min
Navigating Conflicting Emotions in Financial Planning
13:19 • 13min