Kitces and Carl - Real Talk for Real Financial Advisors
En podcast af Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - Torsdage
Kategorier:
163 Episoder
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Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143
Udgivet: 25.7.2024 -
Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142
Udgivet: 11.7.2024 -
Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141
Udgivet: 27.6.2024 -
Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140
Udgivet: 13.6.2024 -
When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139
Udgivet: 30.5.2024 -
Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138
Udgivet: 16.5.2024 -
When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137
Udgivet: 2.5.2024 -
Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136
Udgivet: 18.4.2024 -
Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135
Udgivet: 4.4.2024 -
Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134
Udgivet: 21.3.2024 -
Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133
Udgivet: 7.3.2024 -
What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132
Udgivet: 22.2.2024 -
What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131
Udgivet: 8.2.2024 -
Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130
Udgivet: 25.1.2024 -
How Autonomy, Experience, and Team Drive Advisor Well-being: Kitces & Carl Ep 129
Udgivet: 11.1.2024 -
Noticing What You Spend Money On That's Actually An Investment: Kitces & Carl Ep 128
Udgivet: 28.12.2023 -
Creating Value Through Presence And The 50 Fires Podcast: Kitces & Carl Ep 127
Udgivet: 14.12.2023 -
Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126
Udgivet: 30.11.2023 -
Scale Your Business, Leverage Yourself, Or Just Grow?: Kitces & Carl Ep 125
Udgivet: 16.11.2023 -
When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124
Udgivet: 2.11.2023
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.
