163 Episodo

  1. Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 43

    Publicado: 24/9/2020

  2. Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42

    Publicado: 10/9/2020

  3. Helping Older Clients Stuck In Cash On The Sidelines: Kitces & Carl Ep 41

    Publicado: 27/8/2020

  4. How To Turn Your Advisor Marketing Content Into A(n Entire) Book: Kitces & Carl Ep 40

    Publicado: 13/8/2020

  5. Avoid Writer's Block With Your Marketing By (Literally) Talking It Through: Kitces & Carl Ep 39

    Publicado: 30/7/2020

  6. How Do You Figure Out What You're Going To Create Content About?: Kitces & Carl Ep 38

    Publicado: 16/7/2020

  7. Finding Your Focus Amidst The Draw To Do More 'Public Work' In A Mid-Career Crisis: Kitces & Carl Ep 37

    Publicado: 2/7/2020

  8. How Do You Protect Your Own Confidence As A Financial Advisor?: Kitces & Carl Ep 36

    Publicado: 18/6/2020

  9. Favorite Questions To Ask A Prospective Client To Build Trust In The First Meeting: Kitces & Carl Ep 35

    Publicado: 4/6/2020

  10. Are We Making Financial Advice & Portfolios More Complex Than They Need To Be?: Kitces & Carl Ep 34

    Publicado: 21/5/2020

  11. Triaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 33

    Publicado: 7/5/2020

  12. Communicating Triggers And Breaking The News The Plan Has To Change: Kitces & Carl Ep 32

    Publicado: 9/4/2020

  13. Maintaining Personal Advisor Wellness In Times Of Market Stress: Kitces & Carl Episode 31

    Publicado: 26/3/2020

  14. Conveying Rational Overconfidence In Talking To Clients About Coronavirus Fears: Kitces & Carl Ep 30

    Publicado: 19/3/2020

  15. The Epidemic of Spending at Unsustainable Rates: Kitces & Carl Ep 29

    Publicado: 12/3/2020

  16. Email Productivity Hacks And Getting More Done In Your Day: Kitces & Carl Ep 28

    Publicado: 27/2/2020

  17. Handling The 'Required Minimum' Conversation Without Being Awkward: Kitces & Carl Ep 27

    Publicado: 13/2/2020

  18. Talking Clients Out Of The Bunker Portfolio: Kitces & Carl Ep 26

    Publicado: 30/1/2020

  19. The Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces & Carl Ep 25

    Publicado: 16/1/2020

  20. Improving Work-Life Balance In 2020 And Giving Yourself Permission To Rest: Kitces & Carl Ep 24

    Publicado: 2/1/2020

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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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