Kitces & Carl Ep 164: Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility? – Go Health Pro
Young advisors may feel – and face – an extra burden to prove their expertise to clients. After all, it can feel odd to create an estate plan that will impact a client’s grandchildren… when those grandchildren may be older than the advisor themselves! And while any advisor needs to determine how much detail to … Read more