Carl

Kitces & Carl Ep 148: Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead – Go Health Pro

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Kitces & Carl Ep 148: Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead – Go Health Pro

“Building in public” is a common piece of advice for tackling new challenges – whether launching content, starting a business, or setting personal or professional goals – as public commitment fosters accountability and motivation, tapping into the human desire to avoid embarrassment. While this approach can be effective, it ultimately poses its own difficulties;  for example, … Read more

Kitces & Carl Ep 146: Re-Educating Purchasers (Scalably) After They “Learn One thing On The Web” – Go Well being Professional

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Kitces & Carl Ep 146: Re-Educating Purchasers (Scalably) After They “Learn One thing On The Web” – Go Well being Professional

A cornerstone service that many monetary advisors present is training. Whereas strategic recommendation is essential, advisors additionally face the problem of presenting the methods to shoppers in context, explaining completely different monetary planning ideas, and exhibiting shoppers implement these methods (in addition to mentioning any long-term penalties). Whereas curious, proactive shoppers who’re able to be … Read more

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