Kitces and Carl - Real Talk for Real Financial Advisors
Un pódcast de Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - Jueves
163 Episodo
-
When The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83
Publicado: 7/4/2022 -
Balancing The Desire To Serve With The Financial Demands Of Growth: Kitces & Carl Ep 82
Publicado: 24/3/2022 -
Increasing Client Touch Points With Asynchronous Client Meetings: Kitces & Carl Ep 81
Publicado: 10/3/2022 -
How Advisory Firms Evolve Their Specializations Over Time: Kitces & Carl Ep 80
Publicado: 24/2/2022 -
Finding Your Future Specialization By Interviewing Your Current Clients: Kitces & Carl Ep 79
Publicado: 10/2/2022 -
Communicating Hard News To Clients (When You Plan To Relocate The Business): Kitces & Carl Ep 78
Publicado: 27/1/2022 -
Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77
Publicado: 13/1/2022 -
Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76
Publicado: 30/12/2021 -
Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75
Publicado: 16/12/2021 -
Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74
Publicado: 2/12/2021 -
Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 73
Publicado: 18/11/2021 -
Do You Want A Lifestyle Practice Or Fear Building A Bigger One?: Kitces & Carl Ep 72
Publicado: 4/11/2021 -
When You Want To Delegate But Don't Want To Manage: Kitces & Carl Ep 71
Publicado: 21/10/2021 -
The Paralyzing Fear Of Being Wrong (In Our Planning Projections): Kitces & Carl Ep 70
Publicado: 7/10/2021 -
Retaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 69
Publicado: 23/9/2021 -
Managing Advisor Turnover And The Transferability Of Trust: Kitces & Carl Ep 68
Publicado: 9/9/2021 -
Setting A Personal Growth Goal When You Don't Need More Revenue For Success: Kitces & Carl Ep 67
Publicado: 26/8/2021 -
Helping Clients To Stop Maximizing Their Wealth And Set Goals To Enjoy It Instead: Kitces & Carl Ep 66
Publicado: 12/8/2021 -
Handling Clients Who Bring Their Own 'Hot' Investment Ideas: Kitces & Carl Ep 65
Publicado: 29/7/2021 -
Why AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces & Carl Ep 64
Publicado: 15/7/2021
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.
