163 Epizód

  1. Following Through On Your Business Creativity By Saying 'Yes' And Figuring It Out Later: Kitces & Carl Ep 23

    Közzétéve: 2019. 12. 19.

  2. Simplifying Your Life By Building Habits And Kitces Travel Tips: Kitces & Carl Ep 22

    Közzétéve: 2019. 12. 05.

  3. Do You Have To Build Confidence Before Taking Action, Or Take Action To Build Confidence?: Kitces & Carl Ep 21

    Közzétéve: 2019. 11. 21.

  4. Is A Fiduciary Requirement Necessary When Acting In Clients' Best Interests Is Good Business Anyway?: Kitces & Carl Ep 20

    Közzétéve: 2019. 11. 07.

  5. Is Any Financial Advisor Business Model Truly Conflict Free?: Kitces & Carl Ep 19

    Közzétéve: 2019. 10. 24.

  6. Talking Clients Off The Ledge From 'Scary' Markets: Kitces & Carl Ep 18

    Közzétéve: 2019. 10. 10.

  7. Responding With Empathy When Clients Call About “Scary” Markets: Kitces & Carl Ep 17

    Közzétéve: 2019. 09. 26.

  8. Helping Clients Understand What It Really Means To Retire: Kitces & Carl Ep 16

    Közzétéve: 2019. 09. 12.

  9. Why Are We So Afraid To Just Listen: Kitces & Carl Ep 15

    Közzétéve: 2019. 08. 29.

  10. Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14

    Közzétéve: 2019. 08. 15.

  11. The Better Way To Send Market (And Other) Commentary Emails To Clients: Kitces & Carl Ep 13

    Közzétéve: 2019. 08. 01.

  12. Communicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 12

    Közzétéve: 2019. 07. 18.

  13. What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11

    Közzétéve: 2019. 07. 04.

  14. Transitioning Long-Standing Clients To Create Room To Grow: Kitces & Carl Ep 10

    Közzétéve: 2019. 07. 03.

  15. How Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces & Carl Ep 09

    Közzétéve: 2019. 07. 02.

  16. What Would You Do With Your Time If You COULD Be More Productive As A Financial Advisor?: Kitces & Carl Ep 08

    Közzétéve: 2019. 07. 01.

  17. Authenticity Vs. Professional Credibility And Admitting Your Own Financial Sins: Kitces & Carl Ep 07

    Közzétéve: 2019. 06. 28.

  18. Building Resiliency For The Stress Of Being A Financial Advisor: Kitces & Carl Ep 06

    Közzétéve: 2019. 06. 27.

  19. Do Clients Really Value Getting Help Managing Their Behavior Gap?: Kitces & Carl Ep 05

    Közzétéve: 2019. 06. 26.

  20. Does Social Media Really Matter For Financial Advisors?: Kitces & Carl Ep 04

    Közzétéve: 2019. 06. 25.

8 / 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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