What Jobs Have You Given Money (That Shape How You Give Advice)? - Kitces & Carl Ep 174
Автор: Michael Kitces
Загружено: 2025-10-02
Просмотров: 402
In this 174th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the ‘jobs’ they have given money in the past, how those roles shape their present relationship with money, and why advisors may benefit from reflecting on their own money histories relative to the advice they give.
For more, see https://www.kitces.com/blog/172-micha... and https://www.thesocietyofadvice.com/
Questions To Define One’s Relationship With Money [01:24]
Deeper Financial Conversations Vs. The ‘Authenticity Hangover’ [11:26]
When Are People ‘Ready’ To Interrogate Their Relationship With Money? [18:44]
Opportunities In Clients’ Lives For Deeper Conversations About The Purpose Of Money [24:36]
Доступные форматы для скачивания:
Скачать видео mp4
-
Информация по загрузке:
