In this episode, Carl continues his series on the craft of asking better questions in financial planning, focusing on how to shift the frame—not just the content—of a conversation. Rather than refining answers, he encourages planners to question the assumptions underneath them with prompts like, “What problem are we trying to solve?” or “If this plan is a hypothesis, what are we actually testing?” In a probability-based environment where outcomes are uncertain, Carl argues that the real work is improving the decision-making process itself. Good questions don’t just optimize answers—they change how we think about the game.
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