Kitces and Carl - Real Talk for Real Financial Advisors
A podcast by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - Joi
163 Episoade
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Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143
Publicat: 25.07.2024 -
Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142
Publicat: 11.07.2024 -
Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141
Publicat: 27.06.2024 -
Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140
Publicat: 13.06.2024 -
When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139
Publicat: 30.05.2024 -
Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138
Publicat: 16.05.2024 -
When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137
Publicat: 02.05.2024 -
Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136
Publicat: 18.04.2024 -
Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135
Publicat: 04.04.2024 -
Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134
Publicat: 21.03.2024 -
Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133
Publicat: 07.03.2024 -
What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132
Publicat: 22.02.2024 -
What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131
Publicat: 08.02.2024 -
Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130
Publicat: 25.01.2024 -
How Autonomy, Experience, and Team Drive Advisor Well-being: Kitces & Carl Ep 129
Publicat: 11.01.2024 -
Noticing What You Spend Money On That's Actually An Investment: Kitces & Carl Ep 128
Publicat: 28.12.2023 -
Creating Value Through Presence And The 50 Fires Podcast: Kitces & Carl Ep 127
Publicat: 14.12.2023 -
Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126
Publicat: 30.11.2023 -
Scale Your Business, Leverage Yourself, Or Just Grow?: Kitces & Carl Ep 125
Publicat: 16.11.2023 -
When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124
Publicat: 02.11.2023
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.
