163 Avsnitt

  1. When The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83

    Publicerades: 2022-04-07

  2. Balancing The Desire To Serve With The Financial Demands Of Growth: Kitces & Carl Ep 82

    Publicerades: 2022-03-24

  3. Increasing Client Touch Points With Asynchronous Client Meetings: Kitces & Carl Ep 81

    Publicerades: 2022-03-10

  4. How Advisory Firms Evolve Their Specializations Over Time: Kitces & Carl Ep 80

    Publicerades: 2022-02-24

  5. Finding Your Future Specialization By Interviewing Your Current Clients: Kitces & Carl Ep 79

    Publicerades: 2022-02-10

  6. Communicating Hard News To Clients (When You Plan To Relocate The Business): Kitces & Carl Ep 78

    Publicerades: 2022-01-27

  7. Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77

    Publicerades: 2022-01-13

  8. Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76

    Publicerades: 2021-12-30

  9. Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75

    Publicerades: 2021-12-16

  10. Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74

    Publicerades: 2021-12-02

  11. Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 73

    Publicerades: 2021-11-18

  12. Do You Want A Lifestyle Practice Or Fear Building A Bigger One?: Kitces & Carl Ep 72

    Publicerades: 2021-11-04

  13. When You Want To Delegate But Don't Want To Manage: Kitces & Carl Ep 71

    Publicerades: 2021-10-21

  14. The Paralyzing Fear Of Being Wrong (In Our Planning Projections): Kitces & Carl Ep 70

    Publicerades: 2021-10-07

  15. Retaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 69

    Publicerades: 2021-09-23

  16. Managing Advisor Turnover And The Transferability Of Trust: Kitces & Carl Ep 68

    Publicerades: 2021-09-09

  17. Setting A Personal Growth Goal When You Don't Need More Revenue For Success: Kitces & Carl Ep 67

    Publicerades: 2021-08-26

  18. Helping Clients To Stop Maximizing Their Wealth And Set Goals To Enjoy It Instead: Kitces & Carl Ep 66

    Publicerades: 2021-08-12

  19. Handling Clients Who Bring Their Own 'Hot' Investment Ideas: Kitces & Carl Ep 65

    Publicerades: 2021-07-29

  20. Why AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces & Carl Ep 64

    Publicerades: 2021-07-15

5 / 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