163 Episodo

  1. Balancing Client Responsiveness With The Proactive Sledgehammer of Value: Kitces & Carl Ep 103

    Publicado: 12/1/2023

  2. Reflecting On The Journey Of Building A Career And Business: Kitces & Carl Ep 102

    Publicado: 29/12/2022

  3. Where Are All The Proudly Premium-Fee Advisors?: Kitces & Carl Ep 101

    Publicado: 15/12/2022

  4. Is Advisor Technology Really About Making Planning Faster... Or Better?: Kitces & Carl Ep 100

    Publicado: 1/12/2022

  5. What Does It Take For You To Find The Confidence To Take Action?: Kitces & Carl Ep 99

    Publicado: 17/11/2022

  6. Fee Schedule Complexity And Managing The Fear Of Leaving Opportunities On The Table: Kitces & Carl Ep 98

    Publicado: 3/11/2022

  7. Talking Clients Down From Making Politically-Motivated Portfolio Changes: Kitces & Carl Ep 97

    Publicado: 20/10/2022

  8. Handling Politically Charged Clients Who Make It Uncomfortable To Be Their Advisor: Kitces & Carl Ep 96

    Publicado: 6/10/2022

  9. Building Your Advisor Marketing Content By Packaging Your Client Wisdom: Kitces & Carl Ep 95

    Publicado: 22/9/2022

  10. Is Being A Financial Planner A Service Business Or An Intellectual Property Business?: Kitces & Carl Ep 94

    Publicado: 8/9/2022

  11. Getting An ROI From Your New Associate Advisor (In Less Than 6 Years): Kitces & Carl Ep 93

    Publicado: 25/8/2022

  12. When Clients Want Certainty You Just Can't Give Them: Kitces & Carl Ep 92

    Publicado: 11/8/2022

  13. Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91

    Publicado: 28/7/2022

  14. Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces & Carl Ep 90

    Publicado: 14/7/2022

  15. From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89

    Publicado: 30/6/2022

  16. Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88

    Publicado: 16/6/2022

  17. Balancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces & Carl Ep 87

    Publicado: 2/6/2022

  18. Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86

    Publicado: 19/5/2022

  19. Building Your (Local) Brand With PR That Actually Works: Kitces & Carl Ep 85

    Publicado: 5/5/2022

  20. How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84

    Publicado: 21/4/2022

4 / 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.

Visit the podcast's native language site