Kitces & Carl Ep 97: Talking Clients Down From Making Politically Motivated Portfolio Changes
In our 97th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can address clients who want to change their portfolio strategy in response to the political environment and offer ways to communicate with clients about how their current investment strategy is the most optimal plan. For more, see https://www.kitces.com/blog/talking-clients-down-making-politically-motivated-portfolio-changes/ and https://www.thesocietyofadvice.com/.
Видео Kitces & Carl Ep 97: Talking Clients Down From Making Politically Motivated Portfolio Changes канала Michael Kitces
Видео Kitces & Carl Ep 97: Talking Clients Down From Making Politically Motivated Portfolio Changes канала Michael Kitces
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20 октября 2022 г. 16:00:32
00:31:51
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