163 Episodo

  1. Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143

    Publicado: 25/7/2024

  2. Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142

    Publicado: 11/7/2024

  3. Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141

    Publicado: 27/6/2024

  4. Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140

    Publicado: 13/6/2024

  5. When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139

    Publicado: 30/5/2024

  6. Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138

    Publicado: 16/5/2024

  7. When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137

    Publicado: 2/5/2024

  8. Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136

    Publicado: 18/4/2024

  9. Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135

    Publicado: 4/4/2024

  10. Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134

    Publicado: 21/3/2024

  11. Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133

    Publicado: 7/3/2024

  12. What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132

    Publicado: 22/2/2024

  13. What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131

    Publicado: 8/2/2024

  14. Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130

    Publicado: 25/1/2024

  15. How Autonomy, Experience, and Team Drive Advisor Well-being: Kitces & Carl Ep 129

    Publicado: 11/1/2024

  16. Noticing What You Spend Money On That's Actually An Investment: Kitces & Carl Ep 128

    Publicado: 28/12/2023

  17. Creating Value Through Presence And The 50 Fires Podcast: Kitces & Carl Ep 127

    Publicado: 14/12/2023

  18. Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126

    Publicado: 30/11/2023

  19. Scale Your Business, Leverage Yourself, Or Just Grow?: Kitces & Carl Ep 125

    Publicado: 16/11/2023

  20. When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124

    Publicado: 2/11/2023

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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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