Kitces and Carl - Real Talk for Real Financial Advisors Thinking About The Value Of Financial Planning: Kitces & Carl Ep 01
Jun 19, 2019
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
The Vision Behind What We're Doing Today
01:37 • 2min
The Paradox of Advice
03:47 • 3min
The Disparity Between No Value Financial Advisors and Real Financial Advice
06:56 • 2min
The Importance of Diversifying Assets
08:44 • 3min
The Value of a Real Advisor
11:49 • 5min
The Value of Behavioral Conversations
16:47 • 4min
The Challenges of a Portfolio Based Firm
20:29 • 4min
The Value of a Shared Relationship
24:21 • 3min
How to Give Advice That Sticks
27:32 • 3min
How to Frame Value Outside of the Portfolio
30:18 • 3min