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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Balancing Client Responsiveness With The Proactive Sledgehammer of Value: Kitces & Carl Ep 103
Udgivet: 12.1.2023 -
Reflecting On The Journey Of Building A Career And Business: Kitces & Carl Ep 102
Udgivet: 29.12.2022 -
Where Are All The Proudly Premium-Fee Advisors?: Kitces & Carl Ep 101
Udgivet: 15.12.2022 -
Is Advisor Technology Really About Making Planning Faster... Or Better?: Kitces & Carl Ep 100
Udgivet: 1.12.2022 -
What Does It Take For You To Find The Confidence To Take Action?: Kitces & Carl Ep 99
Udgivet: 17.11.2022 -
Fee Schedule Complexity And Managing The Fear Of Leaving Opportunities On The Table: Kitces & Carl Ep 98
Udgivet: 3.11.2022 -
Talking Clients Down From Making Politically-Motivated Portfolio Changes: Kitces & Carl Ep 97
Udgivet: 20.10.2022 -
Handling Politically Charged Clients Who Make It Uncomfortable To Be Their Advisor: Kitces & Carl Ep 96
Udgivet: 6.10.2022 -
Building Your Advisor Marketing Content By Packaging Your Client Wisdom: Kitces & Carl Ep 95
Udgivet: 22.9.2022 -
Is Being A Financial Planner A Service Business Or An Intellectual Property Business?: Kitces & Carl Ep 94
Udgivet: 8.9.2022 -
Getting An ROI From Your New Associate Advisor (In Less Than 6 Years): Kitces & Carl Ep 93
Udgivet: 25.8.2022 -
When Clients Want Certainty You Just Can't Give Them: Kitces & Carl Ep 92
Udgivet: 11.8.2022 -
Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91
Udgivet: 28.7.2022 -
Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces & Carl Ep 90
Udgivet: 14.7.2022 -
From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89
Udgivet: 30.6.2022 -
Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88
Udgivet: 16.6.2022 -
Balancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces & Carl Ep 87
Udgivet: 2.6.2022 -
Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86
Udgivet: 19.5.2022 -
Building Your (Local) Brand With PR That Actually Works: Kitces & Carl Ep 85
Udgivet: 5.5.2022 -
How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84
Udgivet: 21.4.2022
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.
