Kitces and Carl - Real Talk for Real Financial Advisors

À propos de ce 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.

200 épisodes · Management

Kitces and Carl - Real Talk for Real Financial Advisors

Par Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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Dernier épisodeWhen Keeping Your Options Open Is Riskier Than Making A Commitment: Kitces & Carl Ep 201il y a 3 jours40 min

À propos de ce 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.

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