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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Balancing Client Responsiveness With The Proactive Sledgehammer of Value: Kitces & Carl Ep 103
Publicat: 12.01.2023 -
Reflecting On The Journey Of Building A Career And Business: Kitces & Carl Ep 102
Publicat: 29.12.2022 -
Where Are All The Proudly Premium-Fee Advisors?: Kitces & Carl Ep 101
Publicat: 15.12.2022 -
Is Advisor Technology Really About Making Planning Faster... Or Better?: Kitces & Carl Ep 100
Publicat: 01.12.2022 -
What Does It Take For You To Find The Confidence To Take Action?: Kitces & Carl Ep 99
Publicat: 17.11.2022 -
Fee Schedule Complexity And Managing The Fear Of Leaving Opportunities On The Table: Kitces & Carl Ep 98
Publicat: 03.11.2022 -
Talking Clients Down From Making Politically-Motivated Portfolio Changes: Kitces & Carl Ep 97
Publicat: 20.10.2022 -
Handling Politically Charged Clients Who Make It Uncomfortable To Be Their Advisor: Kitces & Carl Ep 96
Publicat: 06.10.2022 -
Building Your Advisor Marketing Content By Packaging Your Client Wisdom: Kitces & Carl Ep 95
Publicat: 22.09.2022 -
Is Being A Financial Planner A Service Business Or An Intellectual Property Business?: Kitces & Carl Ep 94
Publicat: 08.09.2022 -
Getting An ROI From Your New Associate Advisor (In Less Than 6 Years): Kitces & Carl Ep 93
Publicat: 25.08.2022 -
When Clients Want Certainty You Just Can't Give Them: Kitces & Carl Ep 92
Publicat: 11.08.2022 -
Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91
Publicat: 28.07.2022 -
Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces & Carl Ep 90
Publicat: 14.07.2022 -
From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89
Publicat: 30.06.2022 -
Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88
Publicat: 16.06.2022 -
Balancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces & Carl Ep 87
Publicat: 02.06.2022 -
Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86
Publicat: 19.05.2022 -
Building Your (Local) Brand With PR That Actually Works: Kitces & Carl Ep 85
Publicat: 05.05.2022 -
How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84
Publicat: 21.04.2022
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.
