Kitces and Carl - Real Talk for Real Financial Advisors
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
Latest episodes
Jun 17, 2021 • 24min
Do Vision And Mission Statements Really Matter For Advisory Firms?: Kitces & Carl Ep 62
Jun 3, 2021 • 27min
Taking The Leap To Launch When You Don't Have The Capital To Finance It: Kitces & Carl Ep 61
May 20, 2021 • 29min
The Training That Service Advisors Need To Get To The Next Level: Kitces & Carl Ep 60
May 6, 2021 • 29min
The Time Trap - How Do You Find The Time To Get More Time Efficient?: Kitces & Carl Ep 59
Apr 22, 2021 • 18min
Getting Mentally Unstuck From Thinking About Clients 'Too Much': Kitces & Carl Ep 58
Apr 8, 2021 • 29min
Transitioning 'Good' Clients Who Simply Can't Be Served Profitably: Kitces & Carl Ep 57
Mar 25, 2021 • 31min
The Advisor Fee Debate And Focusing On Value Over Price: Kitces & Carl Ep 56
Mar 11, 2021 • 32min
Implementing A Waiting List Or Just Referring Clients Out: Kitces & Carl Ep 55
Feb 25, 2021 • 29min
Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54
Feb 11, 2021 • 33min
Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53
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