Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors

Por: Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
180 episodios disponibles

Latest episodes of the podcast Kitces and Carl - Real Talk for Real Financial Advisors

Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention: Kitces & Carl Ep 180 25/12/2025
Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl Ep 179 11/12/2025
Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money: Kitces & Carl Ep 178 27/11/2025
Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177 13/11/2025
Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176 30/10/2025
Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175 16/10/2025
What Jobs Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174 02/10/2025
When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173 18/09/2025
Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172 04/09/2025
When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171 21/08/2025
Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170 07/08/2025
Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169 24/07/2025
Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168 10/07/2025
Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167 26/06/2025
Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166 12/06/2025
Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165 29/05/2025
Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?: Kitces & Carl Ep 164 15/05/2025
Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163 01/05/2025
Avoiding Staff Management Duties You Don't Want By Paying A Virtual Assistant For Only What You Need: Kitces & Carl Ep 162 17/04/2025
How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161 03/04/2025
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