PodcastKitces and Carl - Real Talk for Real Financial AdvisorsOctober 1, 2026
Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200
Hosts reflect on the evolving value of financial planning, how to articulate it to prospects, and why implementation and goal clarification over time matter for clients.
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.