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.
When Clients Want Certainty You Just Can't Give Them: Kitces & Carl Ep 92
Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91
Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces & Carl Ep 90
From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89
Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88
Balancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces & Carl Ep 87
Anything less than 5 🌟s is ridiculous
Enjoy listening to Michael and Carl’s perspectives and advice. Top notch information and they seem to be truthful and genuine about what they believe. Doesn’t sound scripted. Great podcast and anyone that gives less than 5 stars shouldn’t be listening anyways.
A must for Financial Planners
This podcast is a must listen to if you are serious about being a Financial Planner. Each and every podcast provides value.
A must for financial planners
If you’re a financial planner and not listening to this regularly, you’re cutting yourself short.