163 Epizód

  1. When The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83

    Közzétéve: 2022. 04. 07.

  2. Balancing The Desire To Serve With The Financial Demands Of Growth: Kitces & Carl Ep 82

    Közzétéve: 2022. 03. 24.

  3. Increasing Client Touch Points With Asynchronous Client Meetings: Kitces & Carl Ep 81

    Közzétéve: 2022. 03. 10.

  4. How Advisory Firms Evolve Their Specializations Over Time: Kitces & Carl Ep 80

    Közzétéve: 2022. 02. 24.

  5. Finding Your Future Specialization By Interviewing Your Current Clients: Kitces & Carl Ep 79

    Közzétéve: 2022. 02. 10.

  6. Communicating Hard News To Clients (When You Plan To Relocate The Business): Kitces & Carl Ep 78

    Közzétéve: 2022. 01. 27.

  7. Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77

    Közzétéve: 2022. 01. 13.

  8. Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76

    Közzétéve: 2021. 12. 30.

  9. Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75

    Közzétéve: 2021. 12. 16.

  10. Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74

    Közzétéve: 2021. 12. 02.

  11. Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 73

    Közzétéve: 2021. 11. 18.

  12. Do You Want A Lifestyle Practice Or Fear Building A Bigger One?: Kitces & Carl Ep 72

    Közzétéve: 2021. 11. 04.

  13. When You Want To Delegate But Don't Want To Manage: Kitces & Carl Ep 71

    Közzétéve: 2021. 10. 21.

  14. The Paralyzing Fear Of Being Wrong (In Our Planning Projections): Kitces & Carl Ep 70

    Közzétéve: 2021. 10. 07.

  15. Retaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 69

    Közzétéve: 2021. 09. 23.

  16. Managing Advisor Turnover And The Transferability Of Trust: Kitces & Carl Ep 68

    Közzétéve: 2021. 09. 09.

  17. Setting A Personal Growth Goal When You Don't Need More Revenue For Success: Kitces & Carl Ep 67

    Közzétéve: 2021. 08. 26.

  18. Helping Clients To Stop Maximizing Their Wealth And Set Goals To Enjoy It Instead: Kitces & Carl Ep 66

    Közzétéve: 2021. 08. 12.

  19. Handling Clients Who Bring Their Own 'Hot' Investment Ideas: Kitces & Carl Ep 65

    Közzétéve: 2021. 07. 29.

  20. Why AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces & Carl Ep 64

    Közzétéve: 2021. 07. 15.

5 / 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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