Kitces and Carl - Real Talk for Real Financial Advisors

Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126

Nov 30, 2023
The podcast focuses on whether it is better to increase productivity or fees, exploring the concept of revenue per advisor and the potential for fee increase. It also delves into the struggles faced by authors and financial advisors, and the power of challenging negative narratives and unraveling past experiences.
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Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
Increasing Advisor Productivity: Efficiency or Fee Increases?
01:42 • 19min
3
The Struggle of Identity
20:18 • 4min
4
Recognizing and Challenging Negative Stories and Narratives
24:33 • 3min
5
Unraveling the Stories that Hold You Back
27:45 • 6min