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 9 de 10

Do You Have To Build Confidence Before Taking Action, Or Take Action To Build Confidence?: Kitces & Carl Ep 21 21/11/2019
Is A Fiduciary Requirement Necessary When Acting In Clients' Best Interests Is Good Business Anyway?: Kitces & Carl Ep 20 07/11/2019
Is Any Financial Advisor Business Model Truly Conflict Free?: Kitces & Carl Ep 19 24/10/2019
Talking Clients Off The Ledge From 'Scary' Markets: Kitces & Carl Ep 18 10/10/2019
Responding With Empathy When Clients Call About "Scary" Markets: Kitces & Carl Ep 17 26/09/2019
Helping Clients Understand What It Really Means To Retire: Kitces & Carl Ep 16 12/09/2019
Why Are We So Afraid To Just Listen: Kitces & Carl Ep 15 29/08/2019
Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14 15/08/2019
The Better Way To Send Market (And Other) Commentary Emails To Clients: Kitces & Carl Ep 13 01/08/2019
Communicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 12 18/07/2019
What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11 04/07/2019
Transitioning Long-Standing Clients To Create Room To Grow: Kitces & Carl Ep 10 03/07/2019
How Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces & Carl Ep 09 02/07/2019
What Would You Do With Your Time If You COULD Be More Productive As A Financial Advisor?: Kitces & Carl Ep 08 01/07/2019
Authenticity Vs. Professional Credibility And Admitting Your Own Financial Sins: Kitces & Carl Ep 07 28/06/2019
Building Resiliency For The Stress Of Being A Financial Advisor: Kitces & Carl Ep 06 27/06/2019
Do Clients Really Value Getting Help Managing Their Behavior Gap?: Kitces & Carl Ep 05 26/06/2019
Does Social Media Really Matter For Financial Advisors?: Kitces & Carl Ep 04 25/06/2019
The Importance Of Likability As A Financial Advisor: Kitces & Carl Ep 03 24/06/2019
How To Price Your Financial Planning Services: Kitces & Carl Ep 02 24/06/2019
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