Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl 199

When a financial advisor engages a new client, they are analyzing a lifetime’s worth of financial decisions that have brought the client to this point. While this often includes many great decisions, it is also likely that a client has mis-stepped along the way… or at minimum, made suboptimal decisions for their goals.…

Summary as published by Kitces.com

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