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
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 2min
Building a Community for Your Advisor Firm
02:00 • 1min
The Evolution of the Financial Advisor Industry
03:21 • 2min
The Importance of Having a Printed Manifesto
05:24 • 5min
How to Write a Book in 32 Pages
10:31 • 2min
The 21 Declarations of a Real Financial Advisor
12:05 • 4min
How to Be a Successful Financial Advisor
16:08 • 2min
The Seven Things It Means to Be a Financial Advisor That Owns a Firm
17:55 • 2min
The Importance of Compliance
19:32 • 2min
How to Be a Successful Architect
21:55 • 2min
How to Get More From the Society of Advice
23:59 • 2min
The Importance of Seeing a Marketing System That Works
25:48 • 4min
How to Be a Successful Advisor
29:39 • 2min
How to Be a Successful Architect
31:25 • 2min
What Does It Do?
33:10 • 2min