163 Epizód

  1. Balancing Client Responsiveness With The Proactive Sledgehammer of Value: Kitces & Carl Ep 103

    Közzétéve: 2023. 01. 12.

  2. Reflecting On The Journey Of Building A Career And Business: Kitces & Carl Ep 102

    Közzétéve: 2022. 12. 29.

  3. Where Are All The Proudly Premium-Fee Advisors?: Kitces & Carl Ep 101

    Közzétéve: 2022. 12. 15.

  4. Is Advisor Technology Really About Making Planning Faster... Or Better?: Kitces & Carl Ep 100

    Közzétéve: 2022. 12. 01.

  5. What Does It Take For You To Find The Confidence To Take Action?: Kitces & Carl Ep 99

    Közzétéve: 2022. 11. 17.

  6. Fee Schedule Complexity And Managing The Fear Of Leaving Opportunities On The Table: Kitces & Carl Ep 98

    Közzétéve: 2022. 11. 03.

  7. Talking Clients Down From Making Politically-Motivated Portfolio Changes: Kitces & Carl Ep 97

    Közzétéve: 2022. 10. 20.

  8. Handling Politically Charged Clients Who Make It Uncomfortable To Be Their Advisor: Kitces & Carl Ep 96

    Közzétéve: 2022. 10. 06.

  9. Building Your Advisor Marketing Content By Packaging Your Client Wisdom: Kitces & Carl Ep 95

    Közzétéve: 2022. 09. 22.

  10. Is Being A Financial Planner A Service Business Or An Intellectual Property Business?: Kitces & Carl Ep 94

    Közzétéve: 2022. 09. 08.

  11. Getting An ROI From Your New Associate Advisor (In Less Than 6 Years): Kitces & Carl Ep 93

    Közzétéve: 2022. 08. 25.

  12. When Clients Want Certainty You Just Can't Give Them: Kitces & Carl Ep 92

    Közzétéve: 2022. 08. 11.

  13. Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91

    Közzétéve: 2022. 07. 28.

  14. Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces & Carl Ep 90

    Közzétéve: 2022. 07. 14.

  15. From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89

    Közzétéve: 2022. 06. 30.

  16. Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88

    Közzétéve: 2022. 06. 16.

  17. Balancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces & Carl Ep 87

    Közzétéve: 2022. 06. 02.

  18. Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86

    Közzétéve: 2022. 05. 19.

  19. Building Your (Local) Brand With PR That Actually Works: Kitces & Carl Ep 85

    Közzétéve: 2022. 05. 05.

  20. How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84

    Közzétéve: 2022. 04. 21.

4 / 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.

Visit the podcast's native language site