163 Episodo

  1. Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123

    Publicado: 19/10/2023

  2. Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122

    Publicado: 5/10/2023

  3. Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces & Carl Ep 121

    Publicado: 21/9/2023

  4. Is It Really Harder To Scale A Small RIA Today, Or Are Firms Just Navigating The Growth Treadmill?: Kitces & Carl Ep 120

    Publicado: 7/9/2023

  5. Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119

    Publicado: 24/8/2023

  6. (Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces & Carl Ep 118

    Publicado: 10/8/2023

  7. Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces & Carl Ep 117

    Publicado: 27/7/2023

  8. Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116

    Publicado: 13/7/2023

  9. Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115

    Publicado: 29/6/2023

  10. When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114

    Publicado: 15/6/2023

  11. What Does It Really Mean To Be A Lead Advisor?: Kitces & Carl Ep 113

    Publicado: 1/6/2023

  12. When You No Longer Want To Be A Manager And Have To Let An Associate Advisor Go: Kitces & Carl Ep 112

    Publicado: 18/5/2023

  13. Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces & Carl Ep 111

    Publicado: 4/5/2023

  14. Dressing Up For Clients (Do Advisors Really Need To Dress For Success?): Kitces & Carl Ep 110

    Publicado: 20/4/2023

  15. Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109

    Publicado: 6/4/2023

  16. Crafting A (Marketing) Manifesto To Show What You Really Stand For: Kitces & Carl Ep 108

    Publicado: 23/3/2023

  17. The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107

    Publicado: 9/3/2023

  18. Sharing 'Real' Examples Of Your Work To Show The Value Of Financial Planning: Kitces & Carl Ep 106

    Publicado: 23/2/2023

  19. When A Prospect Doesn't Meet Your Minimums—Navigating The Awkwardness Gracefully: Kitces & Carl Ep 105

    Publicado: 9/2/2023

  20. How Do You NOT Grow (And Finding The Constraints To Help Say No): Kitces & Carl Ep 104

    Publicado: 26/1/2023

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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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