140 episoder
Kitces and Carl - Real Talk for Real Financial Advisors Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
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- Erhverv
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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Are You Worrying About Scale Before You Even Have A Scale Problem?
In our 140th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what's likely behind the common problem of advisors prematurely worrying about scale.
For full show notes, see kitces.com and thesocietyofadvice.com. -
When Have You Done 'Enough' For Clients (And How Do You Know)?
In our 139th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when you offer "enough" value to clients that it's no longer necessary to keep doing and learning more.
For full show notes, see kitces.com and thesocietyofadvice.com. -
Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters
In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you consistently do—and would love to stop doing.
For full show notes, see kitces.com and thesocietyofadvice.com. -
When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?
In our 137th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when it's time to start saying no.
For full show notes, see kitces.com and thesocietyofadvice.com. -
Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?
In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more advisors approach the age of retirement.
For full show notes, see kitces.com and thesocietyofadvice.com. -
Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?
In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be expected to create career opportunities for up-and-coming advisors.
For full show notes, see kitces.com and thesocietyofadvice.com.