163 Episodio

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

    Pubblicato: 24/09/2020

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

    Pubblicato: 10/09/2020

  3. Helping Older Clients Stuck In Cash On The Sidelines: Kitces & Carl Ep 41

    Pubblicato: 27/08/2020

  4. How To Turn Your Advisor Marketing Content Into A(n Entire) Book: Kitces & Carl Ep 40

    Pubblicato: 13/08/2020

  5. Avoid Writer's Block With Your Marketing By (Literally) Talking It Through: Kitces & Carl Ep 39

    Pubblicato: 30/07/2020

  6. How Do You Figure Out What You're Going To Create Content About?: Kitces & Carl Ep 38

    Pubblicato: 16/07/2020

  7. Finding Your Focus Amidst The Draw To Do More 'Public Work' In A Mid-Career Crisis: Kitces & Carl Ep 37

    Pubblicato: 02/07/2020

  8. How Do You Protect Your Own Confidence As A Financial Advisor?: Kitces & Carl Ep 36

    Pubblicato: 18/06/2020

  9. Favorite Questions To Ask A Prospective Client To Build Trust In The First Meeting: Kitces & Carl Ep 35

    Pubblicato: 04/06/2020

  10. Are We Making Financial Advice & Portfolios More Complex Than They Need To Be?: Kitces & Carl Ep 34

    Pubblicato: 21/05/2020

  11. Triaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 33

    Pubblicato: 07/05/2020

  12. Communicating Triggers And Breaking The News The Plan Has To Change: Kitces & Carl Ep 32

    Pubblicato: 09/04/2020

  13. Maintaining Personal Advisor Wellness In Times Of Market Stress: Kitces & Carl Episode 31

    Pubblicato: 26/03/2020

  14. Conveying Rational Overconfidence In Talking To Clients About Coronavirus Fears: Kitces & Carl Ep 30

    Pubblicato: 19/03/2020

  15. The Epidemic of Spending at Unsustainable Rates: Kitces & Carl Ep 29

    Pubblicato: 12/03/2020

  16. Email Productivity Hacks And Getting More Done In Your Day: Kitces & Carl Ep 28

    Pubblicato: 27/02/2020

  17. Handling The 'Required Minimum' Conversation Without Being Awkward: Kitces & Carl Ep 27

    Pubblicato: 13/02/2020

  18. Talking Clients Out Of The Bunker Portfolio: Kitces & Carl Ep 26

    Pubblicato: 30/01/2020

  19. The Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces & Carl Ep 25

    Pubblicato: 16/01/2020

  20. Improving Work-Life Balance In 2020 And Giving Yourself Permission To Rest: Kitces & Carl Ep 24

    Pubblicato: 02/01/2020

7 / 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