163 Avsnitt

  1. Balancing Client Responsiveness With The Proactive Sledgehammer of Value: Kitces & Carl Ep 103

    Publicerades: 2023-01-12

  2. Reflecting On The Journey Of Building A Career And Business: Kitces & Carl Ep 102

    Publicerades: 2022-12-29

  3. Where Are All The Proudly Premium-Fee Advisors?: Kitces & Carl Ep 101

    Publicerades: 2022-12-15

  4. Is Advisor Technology Really About Making Planning Faster... Or Better?: Kitces & Carl Ep 100

    Publicerades: 2022-12-01

  5. What Does It Take For You To Find The Confidence To Take Action?: Kitces & Carl Ep 99

    Publicerades: 2022-11-17

  6. Fee Schedule Complexity And Managing The Fear Of Leaving Opportunities On The Table: Kitces & Carl Ep 98

    Publicerades: 2022-11-03

  7. Talking Clients Down From Making Politically-Motivated Portfolio Changes: Kitces & Carl Ep 97

    Publicerades: 2022-10-20

  8. Handling Politically Charged Clients Who Make It Uncomfortable To Be Their Advisor: Kitces & Carl Ep 96

    Publicerades: 2022-10-06

  9. Building Your Advisor Marketing Content By Packaging Your Client Wisdom: Kitces & Carl Ep 95

    Publicerades: 2022-09-22

  10. Is Being A Financial Planner A Service Business Or An Intellectual Property Business?: Kitces & Carl Ep 94

    Publicerades: 2022-09-08

  11. Getting An ROI From Your New Associate Advisor (In Less Than 6 Years): Kitces & Carl Ep 93

    Publicerades: 2022-08-25

  12. When Clients Want Certainty You Just Can't Give Them: Kitces & Carl Ep 92

    Publicerades: 2022-08-11

  13. Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91

    Publicerades: 2022-07-28

  14. Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces & Carl Ep 90

    Publicerades: 2022-07-14

  15. From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89

    Publicerades: 2022-06-30

  16. Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88

    Publicerades: 2022-06-16

  17. Balancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces & Carl Ep 87

    Publicerades: 2022-06-02

  18. Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86

    Publicerades: 2022-05-19

  19. Building Your (Local) Brand With PR That Actually Works: Kitces & Carl Ep 85

    Publicerades: 2022-05-05

  20. How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84

    Publicerades: 2022-04-21

4 / 9

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.

Visit the podcast's native language site