Kitces and Carl - Real Talk for Real Financial Advisors

Ein Podcast von Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - Donnerstags

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Donnerstags

Kategorien:

Wirtschaft

147 Folgen

  1. Authenticity Vs. Professional Credibility And Admitting Your Own Financial Sins: Kitces & Carl Ep 07

    Vom: 28.6.2019

  2. Building Resiliency For The Stress Of Being A Financial Advisor: Kitces & Carl Ep 06

    Vom: 27.6.2019

  3. Do Clients Really Value Getting Help Managing Their Behavior Gap?: Kitces & Carl Ep 05

    Vom: 26.6.2019

  4. Does Social Media Really Matter For Financial Advisors?: Kitces & Carl Ep 04

    Vom: 25.6.2019

  5. The Importance Of Likability As A Financial Advisor: Kitces & Carl Ep 03

    Vom: 24.6.2019

  6. How To Price Your Financial Planning Services: Kitces & Carl Ep 02

    Vom: 24.6.2019

  7. Thinking About The Value Of Financial Planning: Kitces & Carl Ep 01

    Vom: 19.6.2019

8 / 8

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.
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