163 Episodio

  1. How To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces & Carl Ep 63

    Pubblicato: 01/07/2021

  2. Do Vision And Mission Statements Really Matter For Advisory Firms?: Kitces & Carl Ep 62

    Pubblicato: 17/06/2021

  3. Taking The Leap To Launch When You Don't Have The Capital To Finance It: Kitces & Carl Ep 61

    Pubblicato: 03/06/2021

  4. The Training That Service Advisors Need To Get To The Next Level: Kitces & Carl Ep 60

    Pubblicato: 20/05/2021

  5. The Time Trap - How Do You Find The Time To Get More Time Efficient?: Kitces & Carl Ep 59

    Pubblicato: 06/05/2021

  6. Getting Mentally Unstuck From Thinking About Clients 'Too Much': Kitces & Carl Ep 58

    Pubblicato: 22/04/2021

  7. Transitioning 'Good' Clients Who Simply Can't Be Served Profitably: Kitces & Carl Ep 57

    Pubblicato: 08/04/2021

  8. The Advisor Fee Debate And Focusing On Value Over Price: Kitces & Carl Ep 56

    Pubblicato: 25/03/2021

  9. Implementing A Waiting List Or Just Referring Clients Out: Kitces & Carl Ep 55

    Pubblicato: 11/03/2021

  10. Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54

    Pubblicato: 25/02/2021

  11. Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53

    Pubblicato: 11/02/2021

  12. Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 52

    Pubblicato: 28/01/2021

  13. Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 51

    Pubblicato: 14/01/2021

  14. Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 50

    Pubblicato: 31/12/2020

  15. Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 49

    Pubblicato: 17/12/2020

  16. Why Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces & Carl Ep 48

    Pubblicato: 03/12/2020

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

    Pubblicato: 19/11/2020

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

    Pubblicato: 05/11/2020

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

    Pubblicato: 22/10/2020

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

    Pubblicato: 08/10/2020

6 / 9

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.

Visit the podcast's native language site