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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The Importance Of Likability As A Financial Advisor: Kitces & Carl Ep 03
Udgivet: 24.6.2019 -
How To Price Your Financial Planning Services: Kitces & Carl Ep 02
Udgivet: 24.6.2019 -
Thinking About The Value Of Financial Planning: Kitces & Carl Ep 01
Udgivet: 19.6.2019
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.
