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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Handling The 'Required Minimum' Conversation Without Being Awkward: Kitces & Carl Ep 27
Vom: 13.2.2020 -
Talking Clients Out Of The Bunker Portfolio: Kitces & Carl Ep 26
Vom: 30.1.2020 -
The Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces & Carl Ep 25
Vom: 16.1.2020 -
Improving Work-Life Balance In 2020 And Giving Yourself Permission To Rest: Kitces & Carl Ep 24
Vom: 2.1.2020 -
Following Through On Your Business Creativity By Saying 'Yes' And Figuring It Out Later: Kitces & Carl Ep 23
Vom: 19.12.2019 -
Simplifying Your Life By Building Habits And Kitces Travel Tips: Kitces & Carl Ep 22
Vom: 5.12.2019 -
Do You Have To Build Confidence Before Taking Action, Or Take Action To Build Confidence?: Kitces & Carl Ep 21
Vom: 21.11.2019 -
Is A Fiduciary Requirement Necessary When Acting In Clients' Best Interests Is Good Business Anyway?: Kitces & Carl Ep 20
Vom: 7.11.2019 -
Is Any Financial Advisor Business Model Truly Conflict Free?: Kitces & Carl Ep 19
Vom: 24.10.2019 -
Talking Clients Off The Ledge From 'Scary' Markets: Kitces & Carl Ep 18
Vom: 10.10.2019 -
Responding With Empathy When Clients Call About “Scary” Markets: Kitces & Carl Ep 17
Vom: 26.9.2019 -
Helping Clients Understand What It Really Means To Retire: Kitces & Carl Ep 16
Vom: 12.9.2019 -
Why Are We So Afraid To Just Listen: Kitces & Carl Ep 15
Vom: 29.8.2019 -
Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14
Vom: 15.8.2019 -
The Better Way To Send Market (And Other) Commentary Emails To Clients: Kitces & Carl Ep 13
Vom: 1.8.2019 -
Communicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 12
Vom: 18.7.2019 -
What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11
Vom: 4.7.2019 -
Transitioning Long-Standing Clients To Create Room To Grow: Kitces & Carl Ep 10
Vom: 3.7.2019 -
How Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces & Carl Ep 09
Vom: 2.7.2019 -
What Would You Do With Your Time If You COULD Be More Productive As A Financial Advisor?: Kitces & Carl Ep 08
Vom: 1.7.2019
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.