Kitces and Carl - Real Talk for Real Financial Advisors Por arte de portada

Kitces and Carl - Real Talk for Real Financial Advisors

De: Michael Kitces MSFS MTAX CFP and Carl Richards CFP
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  • Resumen

  • 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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Episodios
  • Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141

    Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141
    Jun 27 2024

    In our 141st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the powerful questions to ask clients in order to create impactful conversations about money.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    39 m
  • Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140

    Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140
    Jun 13 2024

    In our 140th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what's likely behind the common problem of advisors prematurely worrying about scale.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    29 m
  • When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139

    When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139
    May 30 2024

    In our 139th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when you offer "enough" value to clients that it's no longer necessary to keep doing and learning more.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    30 m
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