163 Episodo

  1. Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163

    Publicado: 1/5/2025

  2. Avoiding Staff Management Duties You Don't Want By Paying A Virtual Assistant For Only What You Need: Kitces & Carl Ep 162

    Publicado: 17/4/2025

  3. How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161

    Publicado: 3/4/2025

  4. Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160

    Publicado: 20/3/2025

  5. When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159

    Publicado: 6/3/2025

  6. Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158

    Publicado: 20/2/2025

  7. Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157

    Publicado: 6/2/2025

  8. How Are You Getting Value Out Of ChatGPT As A Financial Advisor?: Kitces & Carl Ep 156

    Publicado: 23/1/2025

  9. How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155

    Publicado: 9/1/2025

  10. The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154

    Publicado: 26/12/2024

  11. Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153

    Publicado: 12/12/2024

  12. Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152

    Publicado: 28/11/2024

  13. What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151

    Publicado: 14/11/2024

  14. When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150

    Publicado: 31/10/2024

  15. Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149

    Publicado: 17/10/2024

  16. Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148

    Publicado: 3/10/2024

  17. Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147

    Publicado: 19/9/2024

  18. Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146

    Publicado: 5/9/2024

  19. Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145

    Publicado: 22/8/2024

  20. The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144

    Publicado: 8/8/2024

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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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