Über diesen Podcast
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.
198 Folgen · business
Kitces and Carl - Real Talk for Real Financial Advisors
Über diesen Podcast
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.
Neue Folgen
- Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is: Kitces & Carl Ep 19720. Aug. · 38 Min.
- When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs: Kitces & Carl Ep 1966. Aug. · 37 Min.
- Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 19523. Juli · 35 Min.
- Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl Ep 1949. Juli · 39 Min.
- When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl Ep 19325. Juni · 33 Min.
- Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl Ep 19211. Juni · 32 Min.
- Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple: Kitces & Carl Ep 19128. Mai · 35 Min.
- The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?: Kitces & Carl Ep 19014. Mai · 32 Min.
- Navigating Change Fatigue With And While Serving Clients: Kitces & Carl Ep 18930. Apr. · 44 Min.
- The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 18816. Apr. · 39 Min.
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