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.
Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77
Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76
Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75
Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74
Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 73
Do You Want A Lifestyle Practice Or Fear Building A Bigger One?: Kitces & Carl Ep 72
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.