There’s a false sense of precision in the finance industry, and it starts with the financial plan. It’s no wonder clients struggle when we ask them where they want to be in 20 years.
Who knows what will happen between then and now?
But a guess, on the other hand, is a whole different tool.
I explain more on a recent episode of Behavior Gap Radio below.
By the way, congrats on discovering this free episode of Behavior Gap Radio! Normally, only subscribers get access. If you enjoyed this, click here.
-Carl