When ‘Feelings Are Data’ To Navigate Clients’ Financial Planning Trade-Offs: Kitces & Carl 196
Some decisions are largely matters of data and analysis. Yet more often, that analysis informs a decision with trade-offs, such ...
Thursday, August 6, 2026
Tag: Carl
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 ...
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 ...
Psychologist Carl Rogers suggested the good life is not a state you arrive at but a direction you keep choosing, not a fixed self to defend, but a process of becoming, whether you cling to who you have been or keep opening to who you are becoming
I have caught myself, more than once, defending a version of me that had already moved on. Something in the ...
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 ...
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