47 episodes

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.

Kitces and Carl - Real Talk for Real Financial Advisors Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

    • Management

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.

    Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47

    Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47

    • 26 min
    Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46

    Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46

    • 22 min
    Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45

    Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45

    • 31 min
    Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 44

    Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 44

    • 31 min
    Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 43

    Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 43

    • 41 min
    Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42

    Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42

    • 28 min

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