163 Episodo

  1. How To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces & Carl Ep 63

    Publicado: 1/7/2021

  2. Do Vision And Mission Statements Really Matter For Advisory Firms?: Kitces & Carl Ep 62

    Publicado: 17/6/2021

  3. Taking The Leap To Launch When You Don't Have The Capital To Finance It: Kitces & Carl Ep 61

    Publicado: 3/6/2021

  4. The Training That Service Advisors Need To Get To The Next Level: Kitces & Carl Ep 60

    Publicado: 20/5/2021

  5. The Time Trap - How Do You Find The Time To Get More Time Efficient?: Kitces & Carl Ep 59

    Publicado: 6/5/2021

  6. Getting Mentally Unstuck From Thinking About Clients 'Too Much': Kitces & Carl Ep 58

    Publicado: 22/4/2021

  7. Transitioning 'Good' Clients Who Simply Can't Be Served Profitably: Kitces & Carl Ep 57

    Publicado: 8/4/2021

  8. The Advisor Fee Debate And Focusing On Value Over Price: Kitces & Carl Ep 56

    Publicado: 25/3/2021

  9. Implementing A Waiting List Or Just Referring Clients Out: Kitces & Carl Ep 55

    Publicado: 11/3/2021

  10. Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54

    Publicado: 25/2/2021

  11. Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53

    Publicado: 11/2/2021

  12. Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 52

    Publicado: 28/1/2021

  13. Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 51

    Publicado: 14/1/2021

  14. Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 50

    Publicado: 31/12/2020

  15. Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 49

    Publicado: 17/12/2020

  16. Why Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces & Carl Ep 48

    Publicado: 3/12/2020

  17. Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47

    Publicado: 19/11/2020

  18. Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46

    Publicado: 5/11/2020

  19. Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45

    Publicado: 22/10/2020

  20. Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 44

    Publicado: 8/10/2020

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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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