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
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
Jan 28, 2021 • 23min
Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 52
Jan 14, 2021 • 35min
Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 51
Dec 31, 2020 • 30min
