Kitces and Carl - Real Talk for Real Financial Advisors
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. www.kitces.com
🎧 Podcast episodes
Listen to 212 episodes
33
minutes
·
2 months ago
Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces & Carl Ep 117
33
minutes
·
2 months ago
Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116
32
minutes
·
2 months ago
Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115
36
minutes
·
3 months ago
When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114
23
minutes
·
4 months ago
When You No Longer Want To Be A Manager And Have To Let An Associate Advisor Go: Kitces & Carl Ep 112
32
minutes
·
4 months ago
Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces & Carl Ep 111
32
minutes
·
5 months ago
Dressing Up For Clients (Do Advisors Really Need To Dress For Success?): Kitces & Carl Ep 110
35
minutes
·
6 months ago
Crafting A (Marketing) Manifesto To Show What You Really Stand For: Kitces & Carl Ep 108
40
minutes
·
6 months ago
The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107
26
minutes
·
7 months ago
Sharing 'Real' Examples Of Your Work To Show The Value Of Financial Planning: Kitces & Carl Ep 106
28
minutes
·
7 months ago
When A Prospect Doesn't Meet Your Minimums—Navigating The Awkwardness Gracefully: Kitces & Carl Ep 105
34
minutes
·
8 months ago
How Do You NOT Grow (And Finding The Constraints To Help Say No): Kitces & Carl Ep 104
37
minutes
·
8 months ago
Balancing Client Responsiveness With The Proactive Sledgehammer of Value: Kitces & Carl Ep 103
39
minutes
·
8 months ago
Reflecting On The Journey Of Building A Career And Business: Kitces & Carl Ep 102
31
minutes
·
9 months ago
Is Advisor Technology Really About Making Planning Faster... Or Better?: Kitces & Carl Ep 100
41
minutes
·
10 months ago
What Does It Take For You To Find The Confidence To Take Action?: Kitces & Carl Ep 99
38
minutes
·
10 months ago
Fee Schedule Complexity And Managing The Fear Of Leaving Opportunities On The Table: Kitces & Carl Ep 98
33
minutes
·
11 months ago
Talking Clients Down From Making Politically-Motivated Portfolio Changes: Kitces & Carl Ep 97
38
minutes
·
11 months ago
Handling Politically Charged Clients Who Make It Uncomfortable To Be Their Advisor: Kitces & Carl Ep 96
39
minutes
·
1 year ago
Building Your Advisor Marketing Content By Packaging Your Client Wisdom: Kitces & Carl Ep 95
35
minutes
·
1 year ago
Getting An ROI From Your New Associate Advisor (In Less Than 6 Years): Kitces & Carl Ep 93
40
minutes
·
1 year ago
Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91
40
minutes
·
1 year ago
Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91
36
minutes
·
1 year ago
Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces & Carl Ep 90
36
minutes
·
1 year ago
Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces & Carl Ep 90
32
minutes
·
1 year ago
From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89
32
minutes
·
1 year ago
From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89
33
minutes
·
1 year ago
Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88
33
minutes
·
1 year ago
Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88
33
minutes
·
1 year ago
Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86
33
minutes
·
1 year ago
Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86
34
minutes
·
1 year ago
Building Your (Local) Brand With PR That Actually Works: Kitces & Carl Ep 85
34
minutes
·
1 year ago
Building Your (Local) Brand With PR That Actually Works: Kitces & Carl Ep 85
28
minutes
·
1 year ago
How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84
28
minutes
·
1 year ago
How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84
28
minutes
·
1 year ago
When The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83
28
minutes
·
1 year ago
When The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83
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