Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
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.
Episodes
Mentioned books
Sep 23, 2021 • 29min
Retaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 69
Sep 9, 2021 • 26min
Managing Advisor Turnover And The Transferability Of Trust: Kitces & Carl Ep 68
Aug 26, 2021 • 33min
Setting A Personal Growth Goal When You Don't Need More Revenue For Success: Kitces & Carl Ep 67
Aug 12, 2021 • 34min
Helping Clients To Stop Maximizing Their Wealth And Set Goals To Enjoy It Instead: Kitces & Carl Ep 66
Jul 29, 2021 • 36min
Handling Clients Who Bring Their Own 'Hot' Investment Ideas: Kitces & Carl Ep 65
Jul 15, 2021 • 33min
Why AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces & Carl Ep 64
Jul 1, 2021 • 36min
How To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces & Carl Ep 63
Discover why a concise one-page financial plan can be more effective than lengthy documents. Learn the advantages of the 12C financial calculator for simplifying complex ideas while aligning client goals with personal values. Explore the evolving nature of financial objectives and how a dynamic planning approach builds trust. Dive into the transition financial advisors face, balancing client expectations with credibility, and gain insights into how client perceptions shape advisor relationships.
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
