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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Authenticity Vs. Professional Credibility And Admitting Your Own Financial Sins: Kitces & Carl Ep 07
Vom: 28.6.2019 -
Building Resiliency For The Stress Of Being A Financial Advisor: Kitces & Carl Ep 06
Vom: 27.6.2019 -
Do Clients Really Value Getting Help Managing Their Behavior Gap?: Kitces & Carl Ep 05
Vom: 26.6.2019 -
Does Social Media Really Matter For Financial Advisors?: Kitces & Carl Ep 04
Vom: 25.6.2019 -
The Importance Of Likability As A Financial Advisor: Kitces & Carl Ep 03
Vom: 24.6.2019 -
How To Price Your Financial Planning Services: Kitces & Carl Ep 02
Vom: 24.6.2019 -
Thinking About The Value Of Financial Planning: Kitces & Carl Ep 01
Vom: 19.6.2019
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.