Kitces and Carl - Real Talk for Real Financial Advisors

Crafting A (Marketing) Manifesto To Show What You Really Stand For: Kitces & Carl Ep 108

Mar 23, 2023

34:57

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Episode notes

Introduction

2min

Building a Community for Your Advisor Firm

1min

The Evolution of the Financial Advisor Industry

2min

The Importance of Having a Printed Manifesto

5min

How to Write a Book in 32 Pages

2min

The 21 Declarations of a Real Financial Advisor

4min

How to Be a Successful Financial Advisor

2min

The Seven Things It Means to Be a Financial Advisor That Owns a Firm

2min

The Importance of Compliance

2min

10.

How to Be a Successful Architect

2min

11.

How to Get More From the Society of Advice

2min

12.

The Importance of Seeing a Marketing System That Works

4min

13.

How to Be a Successful Advisor

2min

14.

How to Be a Successful Architect

2min

15.

What Does It Do?

2min

In our 108th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about marketing yourself by letting people know what you stand for.

For full show notes, see kitces.com and thesocietyofadvice.com.

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