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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Following Through On Your Business Creativity By Saying 'Yes' And Figuring It Out Later: Kitces & Carl Ep 23
Publicat: 19.12.2019 -
Simplifying Your Life By Building Habits And Kitces Travel Tips: Kitces & Carl Ep 22
Publicat: 05.12.2019 -
Do You Have To Build Confidence Before Taking Action, Or Take Action To Build Confidence?: Kitces & Carl Ep 21
Publicat: 21.11.2019 -
Is A Fiduciary Requirement Necessary When Acting In Clients' Best Interests Is Good Business Anyway?: Kitces & Carl Ep 20
Publicat: 07.11.2019 -
Is Any Financial Advisor Business Model Truly Conflict Free?: Kitces & Carl Ep 19
Publicat: 24.10.2019 -
Talking Clients Off The Ledge From 'Scary' Markets: Kitces & Carl Ep 18
Publicat: 10.10.2019 -
Responding With Empathy When Clients Call About “Scary” Markets: Kitces & Carl Ep 17
Publicat: 26.09.2019 -
Helping Clients Understand What It Really Means To Retire: Kitces & Carl Ep 16
Publicat: 12.09.2019 -
Why Are We So Afraid To Just Listen: Kitces & Carl Ep 15
Publicat: 29.08.2019 -
Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14
Publicat: 15.08.2019 -
The Better Way To Send Market (And Other) Commentary Emails To Clients: Kitces & Carl Ep 13
Publicat: 01.08.2019 -
Communicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 12
Publicat: 18.07.2019 -
What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11
Publicat: 04.07.2019 -
Transitioning Long-Standing Clients To Create Room To Grow: Kitces & Carl Ep 10
Publicat: 03.07.2019 -
How Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces & Carl Ep 09
Publicat: 02.07.2019 -
What Would You Do With Your Time If You COULD Be More Productive As A Financial Advisor?: Kitces & Carl Ep 08
Publicat: 01.07.2019 -
Authenticity Vs. Professional Credibility And Admitting Your Own Financial Sins: Kitces & Carl Ep 07
Publicat: 28.06.2019 -
Building Resiliency For The Stress Of Being A Financial Advisor: Kitces & Carl Ep 06
Publicat: 27.06.2019 -
Do Clients Really Value Getting Help Managing Their Behavior Gap?: Kitces & Carl Ep 05
Publicat: 26.06.2019 -
Does Social Media Really Matter For Financial Advisors?: Kitces & Carl Ep 04
Publicat: 25.06.2019
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.
