Over deze 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 afleveringen · business
Kitces and Carl - Real Talk for Real Financial Advisors
Over deze 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.
Recente afleveringen
- 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 jul · 35 min
- Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl Ep 1949 jul · 39 min
- When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl Ep 19325 jun · 33 min
- Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl Ep 19211 jun · 32 min
- Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple: Kitces & Carl Ep 19128 mei · 35 min
- The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?: Kitces & Carl Ep 19014 mei · 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
podlinkr.com/kitces-and-carl-real-talk-for-real-financial-adv
Voor op een poster of slide.