Kitces and Carl - Real Talk for Real Financial Advisors Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109
Apr 6, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Introduction
00:00 • 2min
The Life and Times of a Jedi Warrior
01:38 • 2min
How to Live a Quiet Life
03:56 • 2min
The Importance of Taking Fridays Off
05:49 • 2min
How to Be an Effective and Focused Client
07:32 • 3min
How to Attract Clients by Being the Role Model
10:08 • 3min
The Role of a Role Model
13:00 • 3min
How to Craft a Life You Want to Live
15:57 • 3min
The Importance of Working Half Time
18:32 • 2min
How to Be a Successful Advisor
20:49 • 5min
How to Be Afraid to Tell Anyone
25:44 • 4min
How to Talk Through Challenges With Clients
29:21 • 2min