Kitces and Carl - Real Talk for Real Financial Advisors
Ein Podcast von Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - Donnerstags
Kategorien:
147 Folgen
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Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147
Vom: 19.9.2024 -
Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146
Vom: 5.9.2024 -
Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145
Vom: 22.8.2024 -
The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144
Vom: 8.8.2024 -
Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143
Vom: 25.7.2024 -
Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142
Vom: 11.7.2024 -
Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141
Vom: 27.6.2024 -
Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140
Vom: 13.6.2024 -
When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139
Vom: 30.5.2024 -
Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138
Vom: 16.5.2024 -
When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137
Vom: 2.5.2024 -
Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136
Vom: 18.4.2024 -
Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135
Vom: 4.4.2024 -
Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134
Vom: 21.3.2024 -
Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133
Vom: 7.3.2024 -
What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132
Vom: 22.2.2024 -
What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131
Vom: 8.2.2024 -
Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130
Vom: 25.1.2024 -
How Autonomy, Experience, and Team Drive Advisor Well-being: Kitces & Carl Ep 129
Vom: 11.1.2024 -
Noticing What You Spend Money On That's Actually An Investment: Kitces & Carl Ep 128
Vom: 28.12.2023
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.
