135 afleveringen
Kitces and Carl - Real Talk for Real Financial Advisors Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
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- Zaken en persoonlijke financiën
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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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. -
Helping Clients Who Can't Ever Get To Enough
In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it.
For full show notes, see kitces.com and thesocietyofadvice.com. -
Life-Changing Self Actualization—But How Do We Market It?
In our 133rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss money, meaning, and what it's all for.
For full show notes, see kitces.com and thesocietyofadvice.com. -
What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects
In our 132nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the best way for advisors to get the word out about their services.
For full show notes, see kitces.com and thesocietyofadvice.com. -
What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?
In our 131st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss setting goals—and the "why" behind doing so.
For full show notes, see kitces.com and thesocietyofadvice.com. -
Helping Everyone You Can Vs Getting Paid What You're Really Worth
In our 130th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the advisor mindset that leads to more happiness.
For full show notes, see kitces.com and thesocietyofadvice.com.