163 Epizód

  1. Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123

    Közzétéve: 2023. 10. 19.

  2. Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122

    Közzétéve: 2023. 10. 05.

  3. Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces & Carl Ep 121

    Közzétéve: 2023. 09. 21.

  4. Is It Really Harder To Scale A Small RIA Today, Or Are Firms Just Navigating The Growth Treadmill?: Kitces & Carl Ep 120

    Közzétéve: 2023. 09. 07.

  5. Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119

    Közzétéve: 2023. 08. 24.

  6. (Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces & Carl Ep 118

    Közzétéve: 2023. 08. 10.

  7. Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces & Carl Ep 117

    Közzétéve: 2023. 07. 27.

  8. Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116

    Közzétéve: 2023. 07. 13.

  9. Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115

    Közzétéve: 2023. 06. 29.

  10. When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114

    Közzétéve: 2023. 06. 15.

  11. What Does It Really Mean To Be A Lead Advisor?: Kitces & Carl Ep 113

    Közzétéve: 2023. 06. 01.

  12. When You No Longer Want To Be A Manager And Have To Let An Associate Advisor Go: Kitces & Carl Ep 112

    Közzétéve: 2023. 05. 18.

  13. Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces & Carl Ep 111

    Közzétéve: 2023. 05. 04.

  14. Dressing Up For Clients (Do Advisors Really Need To Dress For Success?): Kitces & Carl Ep 110

    Közzétéve: 2023. 04. 20.

  15. Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109

    Közzétéve: 2023. 04. 06.

  16. Crafting A (Marketing) Manifesto To Show What You Really Stand For: Kitces & Carl Ep 108

    Közzétéve: 2023. 03. 23.

  17. The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107

    Közzétéve: 2023. 03. 09.

  18. Sharing 'Real' Examples Of Your Work To Show The Value Of Financial Planning: Kitces & Carl Ep 106

    Közzétéve: 2023. 02. 23.

  19. When A Prospect Doesn't Meet Your Minimums—Navigating The Awkwardness Gracefully: Kitces & Carl Ep 105

    Közzétéve: 2023. 02. 09.

  20. How Do You NOT Grow (And Finding The Constraints To Help Say No): Kitces & Carl Ep 104

    Közzétéve: 2023. 01. 26.

3 / 9

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.

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