163 Episodo

  1. When The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83

    Publicado: 7/4/2022

  2. Balancing The Desire To Serve With The Financial Demands Of Growth: Kitces & Carl Ep 82

    Publicado: 24/3/2022

  3. Increasing Client Touch Points With Asynchronous Client Meetings: Kitces & Carl Ep 81

    Publicado: 10/3/2022

  4. How Advisory Firms Evolve Their Specializations Over Time: Kitces & Carl Ep 80

    Publicado: 24/2/2022

  5. Finding Your Future Specialization By Interviewing Your Current Clients: Kitces & Carl Ep 79

    Publicado: 10/2/2022

  6. Communicating Hard News To Clients (When You Plan To Relocate The Business): Kitces & Carl Ep 78

    Publicado: 27/1/2022

  7. Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77

    Publicado: 13/1/2022

  8. Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76

    Publicado: 30/12/2021

  9. Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75

    Publicado: 16/12/2021

  10. Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74

    Publicado: 2/12/2021

  11. Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 73

    Publicado: 18/11/2021

  12. Do You Want A Lifestyle Practice Or Fear Building A Bigger One?: Kitces & Carl Ep 72

    Publicado: 4/11/2021

  13. When You Want To Delegate But Don't Want To Manage: Kitces & Carl Ep 71

    Publicado: 21/10/2021

  14. The Paralyzing Fear Of Being Wrong (In Our Planning Projections): Kitces & Carl Ep 70

    Publicado: 7/10/2021

  15. Retaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 69

    Publicado: 23/9/2021

  16. Managing Advisor Turnover And The Transferability Of Trust: Kitces & Carl Ep 68

    Publicado: 9/9/2021

  17. Setting A Personal Growth Goal When You Don't Need More Revenue For Success: Kitces & Carl Ep 67

    Publicado: 26/8/2021

  18. Helping Clients To Stop Maximizing Their Wealth And Set Goals To Enjoy It Instead: Kitces & Carl Ep 66

    Publicado: 12/8/2021

  19. Handling Clients Who Bring Their Own 'Hot' Investment Ideas: Kitces & Carl Ep 65

    Publicado: 29/7/2021

  20. Why AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces & Carl Ep 64

    Publicado: 15/7/2021

5 / 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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