Kitces and Carl - Real Talk for Real Financial Advisors
En podcast af Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - Torsdage
163 Episoder
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Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163
Udgivet: 1.5.2025 -
Avoiding Staff Management Duties You Don't Want By Paying A Virtual Assistant For Only What You Need: Kitces & Carl Ep 162
Udgivet: 17.4.2025 -
How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161
Udgivet: 3.4.2025 -
Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160
Udgivet: 20.3.2025 -
When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159
Udgivet: 6.3.2025 -
Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158
Udgivet: 20.2.2025 -
Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157
Udgivet: 6.2.2025 -
How Are You Getting Value Out Of ChatGPT As A Financial Advisor?: Kitces & Carl Ep 156
Udgivet: 23.1.2025 -
How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155
Udgivet: 9.1.2025 -
The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154
Udgivet: 26.12.2024 -
Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153
Udgivet: 12.12.2024 -
Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152
Udgivet: 28.11.2024 -
What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151
Udgivet: 14.11.2024 -
When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150
Udgivet: 31.10.2024 -
Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149
Udgivet: 17.10.2024 -
Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148
Udgivet: 3.10.2024 -
Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147
Udgivet: 19.9.2024 -
Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146
Udgivet: 5.9.2024 -
Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145
Udgivet: 22.8.2024 -
The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144
Udgivet: 8.8.2024
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.
