1395 | Shift the Frame, Not the Content

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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