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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The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107
Vom: 9.3.2023 -
Sharing 'Real' Examples Of Your Work To Show The Value Of Financial Planning: Kitces & Carl Ep 106
Vom: 23.2.2023 -
When A Prospect Doesn't Meet Your Minimums—Navigating The Awkwardness Gracefully: Kitces & Carl Ep 105
Vom: 9.2.2023 -
How Do You NOT Grow (And Finding The Constraints To Help Say No): Kitces & Carl Ep 104
Vom: 26.1.2023 -
Balancing Client Responsiveness With The Proactive Sledgehammer of Value: Kitces & Carl Ep 103
Vom: 12.1.2023 -
Reflecting On The Journey Of Building A Career And Business: Kitces & Carl Ep 102
Vom: 29.12.2022 -
Where Are All The Proudly Premium-Fee Advisors?: Kitces & Carl Ep 101
Vom: 15.12.2022 -
Is Advisor Technology Really About Making Planning Faster... Or Better?: Kitces & Carl Ep 100
Vom: 1.12.2022 -
What Does It Take For You To Find The Confidence To Take Action?: Kitces & Carl Ep 99
Vom: 17.11.2022 -
Fee Schedule Complexity And Managing The Fear Of Leaving Opportunities On The Table: Kitces & Carl Ep 98
Vom: 3.11.2022 -
Talking Clients Down From Making Politically-Motivated Portfolio Changes: Kitces & Carl Ep 97
Vom: 20.10.2022 -
Handling Politically Charged Clients Who Make It Uncomfortable To Be Their Advisor: Kitces & Carl Ep 96
Vom: 6.10.2022 -
Building Your Advisor Marketing Content By Packaging Your Client Wisdom: Kitces & Carl Ep 95
Vom: 22.9.2022 -
Is Being A Financial Planner A Service Business Or An Intellectual Property Business?: Kitces & Carl Ep 94
Vom: 8.9.2022 -
Getting An ROI From Your New Associate Advisor (In Less Than 6 Years): Kitces & Carl Ep 93
Vom: 25.8.2022 -
When Clients Want Certainty You Just Can't Give Them: Kitces & Carl Ep 92
Vom: 11.8.2022 -
Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91
Vom: 28.7.2022 -
Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces & Carl Ep 90
Vom: 14.7.2022 -
From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89
Vom: 30.6.2022 -
Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88
Vom: 16.6.2022
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.
