The Client Engagement Trap And Balancing Touchpoints Vs Rapid Responsive Service: Kitces & Carl 195
In the time between review meetings, advisors are often busy doing work for clients (such as portfolio analysis or reviewing ...
Monday, July 27, 2026
Tag: Carl
Carl Menger, Crown Prince Rudolf, and the Marginal Revolution That Never Was
Carl Menger is remembered today as the founder of the Austrian School of Economics and one of the most important ...
Carl Jung argued we spend the first half of life building a mask and the second deciding what to do with it — whether we keep performing the role we polished for the world, or begin the harder work of integrating the parts it left out
Carl Jung split a human life down the middle and gave each half a different job. The first half, he ...
Thought by Carl Jung: “Loneliness does not come from having no people about one, but from being unable to communicate the things that seem important to oneself, or from holding certain views which others find inadmissible.”
Carl Jung wrote that loneliness does not come from having no people about you, but from being unable to communicate ...
When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl 193
Helping clients become more financially successful is a multi-faceted process, but much of it ultimately comes down to implementation. The ...
Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl 192
When building a financial planning firm (or any business), there is a tension between personalization and optimization. On the one ...
Challenges In Engaging The Disengaged Spouse Of A Client Couple: Kitces & Carl 191
In modern financial planning, there is an increased emphasis on engaging both partners in a client couple; reasons for this ...
Quote of the day by Carl Jung: “Loneliness does not come from having no people around, but from being unable to communicate the things that seem important to oneself, or from holding certain views which others find inadmissible.”
Carl Jung set down this sentence in the 1950s, late in his working life, when the bulk of his clinical ...
The Advisor Talent Shortage: Will AI Solve… Or Exacerbate It?: Kitces & Carl 190
Roles in the financial planning profession have always been molded in dialogue with the technology available; with each generation comes ...
The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl 188
Advisors approaching retirement often face a fundamental planning challenge: how to convert the value of their firm into a reliable ...
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