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.
181 episodios disponibles

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

Mostrando página 2 de 10

How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161 03/04/2025
Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160 20/03/2025
When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159 06/03/2025
Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158 20/02/2025
Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157 06/02/2025
How Are You Getting Value Out Of ChatGPT As A Financial Advisor?: Kitces & Carl Ep 156 23/01/2025
How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155 09/01/2025
The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154 26/12/2024
Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153 12/12/2024
Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152 28/11/2024
What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151 14/11/2024
When The Early Years' Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150 31/10/2024
Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149 17/10/2024
Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148 03/10/2024
Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147 19/09/2024
Re-Educating Clients (Scalably) After They 'Read Something On The Internet': Kitces & Carl Ep 146 05/09/2024
Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145 22/08/2024
The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144 08/08/2024
Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143 25/07/2024
Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142 11/07/2024
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