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Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14

Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14

FromKitces and Carl - Real Talk for Real Financial Advisors


Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14

FromKitces and Carl - Real Talk for Real Financial Advisors

ratings:
Length:
46 minutes
Released:
Aug 15, 2019
Format:
Podcast episode

Description

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.
Released:
Aug 15, 2019
Format:
Podcast episode

Titles in the series (100)

A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.