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
  • Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146

    Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146
    Sep 5 2024

    In our 146th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients try to educate themselves about finance online—but come away with misinformation.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    30 m
  • Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145

    Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145
    Aug 22 2024

    In our 145th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can communicate their planning style in their marketing before investing time in client meetings that may or may not lead to long-term engagement.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    32 m
  • The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144

    The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144
    Aug 8 2024

    In our 144th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how fast growth can get in the way of working "lifestyle" hours—and what to do about it.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    29 m
Gestión Economía Finanzas Personales
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