Kitces and Carl - Real Talk for Real Financial Advisors

Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces & Carl Ep 121

Sep 21, 2023
In this episode, Michael Kitces and Carl Richards discuss the importance of self-promotion for financial advisors. They explore the balance between doing good work and selling, share marketing strategies for advisors, and discuss the mystery of success in the industry.
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Episode notes
1
Introduction
00:00 • 2min
2
Building Relationships with Smart People
02:15 • 12min
3
The Balance between Doing Good Work and Self-Promotion
13:55 • 9min
4
Discussing an Intriguing Blank Web Page from a Design and Marketing Firm
22:38 • 2min
5
Marketing Strategies for Financial Advisors
24:50 • 13min
6
The Caution and Mystery of Success in the Financial Advisory Industry
38:03 • 2min