163 Episoade

  1. Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 43

    Publicat: 24.09.2020

  2. Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42

    Publicat: 10.09.2020

  3. Helping Older Clients Stuck In Cash On The Sidelines: Kitces & Carl Ep 41

    Publicat: 27.08.2020

  4. How To Turn Your Advisor Marketing Content Into A(n Entire) Book: Kitces & Carl Ep 40

    Publicat: 13.08.2020

  5. Avoid Writer's Block With Your Marketing By (Literally) Talking It Through: Kitces & Carl Ep 39

    Publicat: 30.07.2020

  6. How Do You Figure Out What You're Going To Create Content About?: Kitces & Carl Ep 38

    Publicat: 16.07.2020

  7. Finding Your Focus Amidst The Draw To Do More 'Public Work' In A Mid-Career Crisis: Kitces & Carl Ep 37

    Publicat: 02.07.2020

  8. How Do You Protect Your Own Confidence As A Financial Advisor?: Kitces & Carl Ep 36

    Publicat: 18.06.2020

  9. Favorite Questions To Ask A Prospective Client To Build Trust In The First Meeting: Kitces & Carl Ep 35

    Publicat: 04.06.2020

  10. Are We Making Financial Advice & Portfolios More Complex Than They Need To Be?: Kitces & Carl Ep 34

    Publicat: 21.05.2020

  11. Triaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 33

    Publicat: 07.05.2020

  12. Communicating Triggers And Breaking The News The Plan Has To Change: Kitces & Carl Ep 32

    Publicat: 09.04.2020

  13. Maintaining Personal Advisor Wellness In Times Of Market Stress: Kitces & Carl Episode 31

    Publicat: 26.03.2020

  14. Conveying Rational Overconfidence In Talking To Clients About Coronavirus Fears: Kitces & Carl Ep 30

    Publicat: 19.03.2020

  15. The Epidemic of Spending at Unsustainable Rates: Kitces & Carl Ep 29

    Publicat: 12.03.2020

  16. Email Productivity Hacks And Getting More Done In Your Day: Kitces & Carl Ep 28

    Publicat: 27.02.2020

  17. Handling The 'Required Minimum' Conversation Without Being Awkward: Kitces & Carl Ep 27

    Publicat: 13.02.2020

  18. Talking Clients Out Of The Bunker Portfolio: Kitces & Carl Ep 26

    Publicat: 30.01.2020

  19. The Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces & Carl Ep 25

    Publicat: 16.01.2020

  20. Improving Work-Life Balance In 2020 And Giving Yourself Permission To Rest: Kitces & Carl Ep 24

    Publicat: 02.01.2020

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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.

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