Kitces and Carl - Real Talk for Real Financial Advisors When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137
May 2, 2024
Client communication expert Carl Richards joins Michael Kitces to discuss transitioning from saying yes to opportunities to focusing on setting boundaries. They explore efficient task delegation, the evolution of decision-making in financial advising, building confidence as an advisor, and embracing 'I don't know' for personal growth.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Embracing the Power of Saying No
01:41 • 5min
Efficient Task Delegation in a Hospital Setting
06:13 • 2min
Navigating the Yes and No in Financial Advising
08:19 • 19min
Building Confidence and Overcoming Imposter Syndrome as a Financial Advisor
27:15 • 5min
Navigating the Confidence Gap and Embracing 'I Don't Know'
32:42 • 6min