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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When The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83
Udgivet: 7.4.2022 -
Balancing The Desire To Serve With The Financial Demands Of Growth: Kitces & Carl Ep 82
Udgivet: 24.3.2022 -
Increasing Client Touch Points With Asynchronous Client Meetings: Kitces & Carl Ep 81
Udgivet: 10.3.2022 -
How Advisory Firms Evolve Their Specializations Over Time: Kitces & Carl Ep 80
Udgivet: 24.2.2022 -
Finding Your Future Specialization By Interviewing Your Current Clients: Kitces & Carl Ep 79
Udgivet: 10.2.2022 -
Communicating Hard News To Clients (When You Plan To Relocate The Business): Kitces & Carl Ep 78
Udgivet: 27.1.2022 -
Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77
Udgivet: 13.1.2022 -
Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76
Udgivet: 30.12.2021 -
Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75
Udgivet: 16.12.2021 -
Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74
Udgivet: 2.12.2021 -
Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 73
Udgivet: 18.11.2021 -
Do You Want A Lifestyle Practice Or Fear Building A Bigger One?: Kitces & Carl Ep 72
Udgivet: 4.11.2021 -
When You Want To Delegate But Don't Want To Manage: Kitces & Carl Ep 71
Udgivet: 21.10.2021 -
The Paralyzing Fear Of Being Wrong (In Our Planning Projections): Kitces & Carl Ep 70
Udgivet: 7.10.2021 -
Retaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 69
Udgivet: 23.9.2021 -
Managing Advisor Turnover And The Transferability Of Trust: Kitces & Carl Ep 68
Udgivet: 9.9.2021 -
Setting A Personal Growth Goal When You Don't Need More Revenue For Success: Kitces & Carl Ep 67
Udgivet: 26.8.2021 -
Helping Clients To Stop Maximizing Their Wealth And Set Goals To Enjoy It Instead: Kitces & Carl Ep 66
Udgivet: 12.8.2021 -
Handling Clients Who Bring Their Own 'Hot' Investment Ideas: Kitces & Carl Ep 65
Udgivet: 29.7.2021 -
Why AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces & Carl Ep 64
Udgivet: 15.7.2021
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.
