Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14
Kitces and Carl - Real Talk for Real Financial Advisors
English - August 15, 2019 10:00 - 46 minutes - 63.2 MB - ★★★★★ - 200 ratingsManagement Business Investing carl advisor carlrichards financial financialadvisor financialplanning kitces michael michaelkitces realfinancialadvisor Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: The Better Way To Send Market (And Other) Commentary Emails To Clients: Kitces & Carl Ep 13
Next Episode: Why Are We So Afraid To Just Listen: Kitces & Carl Ep 15
In our 14th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards explore the various functions that a physical financial plan deliverable plays in the financial planning (and client relationship trust-building) process, share their viewpoints on how written financial plans can be used effectively to help clients, and discuss what ultimately matters most for clients, regardless of whether their financial plan is one page or requires a 2” binder and color-coded tabs.