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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How To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces & Carl Ep 63
Udgivet: 1.7.2021 -
Do Vision And Mission Statements Really Matter For Advisory Firms?: Kitces & Carl Ep 62
Udgivet: 17.6.2021 -
Taking The Leap To Launch When You Don't Have The Capital To Finance It: Kitces & Carl Ep 61
Udgivet: 3.6.2021 -
The Training That Service Advisors Need To Get To The Next Level: Kitces & Carl Ep 60
Udgivet: 20.5.2021 -
The Time Trap - How Do You Find The Time To Get More Time Efficient?: Kitces & Carl Ep 59
Udgivet: 6.5.2021 -
Getting Mentally Unstuck From Thinking About Clients 'Too Much': Kitces & Carl Ep 58
Udgivet: 22.4.2021 -
Transitioning 'Good' Clients Who Simply Can't Be Served Profitably: Kitces & Carl Ep 57
Udgivet: 8.4.2021 -
The Advisor Fee Debate And Focusing On Value Over Price: Kitces & Carl Ep 56
Udgivet: 25.3.2021 -
Implementing A Waiting List Or Just Referring Clients Out: Kitces & Carl Ep 55
Udgivet: 11.3.2021 -
Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54
Udgivet: 25.2.2021 -
Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53
Udgivet: 11.2.2021 -
Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 52
Udgivet: 28.1.2021 -
Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 51
Udgivet: 14.1.2021 -
Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 50
Udgivet: 31.12.2020 -
Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 49
Udgivet: 17.12.2020 -
Why Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces & Carl Ep 48
Udgivet: 3.12.2020 -
Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47
Udgivet: 19.11.2020 -
Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46
Udgivet: 5.11.2020 -
Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45
Udgivet: 22.10.2020 -
Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 44
Udgivet: 8.10.2020
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.
