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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Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47
Vom: 19.11.2020 -
Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46
Vom: 5.11.2020 -
Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45
Vom: 22.10.2020 -
Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 44
Vom: 8.10.2020 -
Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 43
Vom: 24.9.2020 -
Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42
Vom: 10.9.2020 -
Helping Older Clients Stuck In Cash On The Sidelines: Kitces & Carl Ep 41
Vom: 27.8.2020 -
How To Turn Your Advisor Marketing Content Into A(n Entire) Book: Kitces & Carl Ep 40
Vom: 13.8.2020 -
Avoid Writer's Block With Your Marketing By (Literally) Talking It Through: Kitces & Carl Ep 39
Vom: 30.7.2020 -
How Do You Figure Out What You're Going To Create Content About?: Kitces & Carl Ep 38
Vom: 16.7.2020 -
Finding Your Focus Amidst The Draw To Do More 'Public Work' In A Mid-Career Crisis: Kitces & Carl Ep 37
Vom: 2.7.2020 -
How Do You Protect Your Own Confidence As A Financial Advisor?: Kitces & Carl Ep 36
Vom: 18.6.2020 -
Favorite Questions To Ask A Prospective Client To Build Trust In The First Meeting: Kitces & Carl Ep 35
Vom: 4.6.2020 -
Are We Making Financial Advice & Portfolios More Complex Than They Need To Be?: Kitces & Carl Ep 34
Vom: 21.5.2020 -
Triaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 33
Vom: 7.5.2020 -
Communicating Triggers And Breaking The News The Plan Has To Change: Kitces & Carl Ep 32
Vom: 9.4.2020 -
Maintaining Personal Advisor Wellness In Times Of Market Stress: Kitces & Carl Episode 31
Vom: 26.3.2020 -
Conveying Rational Overconfidence In Talking To Clients About Coronavirus Fears: Kitces & Carl Ep 30
Vom: 19.3.2020 -
The Epidemic of Spending at Unsustainable Rates: Kitces & Carl Ep 29
Vom: 12.3.2020 -
Email Productivity Hacks And Getting More Done In Your Day: Kitces & Carl Ep 28
Vom: 27.2.2020
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.