

Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133
21 snips Mar 7, 2024
Kitces and Carl dive deep into the meaning and value of financial advice beyond monetary gains, exploring self-transcendence, self-actualization, and connecting with clients on a deeper emotional level. They discuss the challenges of marketing these deeper services and emphasize the importance of aligning personal values with professional tasks.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Contemplating Success and Meaning in Financial Planning Industry
02:27 • 3min
Exploring the Pyramid of Value in Financial Advice
05:21 • 2min
Exploring Tiers of Value in Financial Advisor Services
06:54 • 2min
Unveiling the Depths of Self-Transcendence in Financial Advising
09:17 • 11min
Connecting Emotion and Financial Advice
20:43 • 13min