Kitces and Carl - Real Talk for Real Financial Advisors
Un pódcast de Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - Jueves
163 Episodo
-
How To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces & Carl Ep 63
Publicado: 1/7/2021 -
Do Vision And Mission Statements Really Matter For Advisory Firms?: Kitces & Carl Ep 62
Publicado: 17/6/2021 -
Taking The Leap To Launch When You Don't Have The Capital To Finance It: Kitces & Carl Ep 61
Publicado: 3/6/2021 -
The Training That Service Advisors Need To Get To The Next Level: Kitces & Carl Ep 60
Publicado: 20/5/2021 -
The Time Trap - How Do You Find The Time To Get More Time Efficient?: Kitces & Carl Ep 59
Publicado: 6/5/2021 -
Getting Mentally Unstuck From Thinking About Clients 'Too Much': Kitces & Carl Ep 58
Publicado: 22/4/2021 -
Transitioning 'Good' Clients Who Simply Can't Be Served Profitably: Kitces & Carl Ep 57
Publicado: 8/4/2021 -
The Advisor Fee Debate And Focusing On Value Over Price: Kitces & Carl Ep 56
Publicado: 25/3/2021 -
Implementing A Waiting List Or Just Referring Clients Out: Kitces & Carl Ep 55
Publicado: 11/3/2021 -
Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54
Publicado: 25/2/2021 -
Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53
Publicado: 11/2/2021 -
Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 52
Publicado: 28/1/2021 -
Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 51
Publicado: 14/1/2021 -
Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 50
Publicado: 31/12/2020 -
Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 49
Publicado: 17/12/2020 -
Why Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces & Carl Ep 48
Publicado: 3/12/2020 -
Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47
Publicado: 19/11/2020 -
Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46
Publicado: 5/11/2020 -
Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45
Publicado: 22/10/2020 -
Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 44
Publicado: 8/10/2020
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.
