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
Dec 17, 2020 • 37min
Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 49
Dec 3, 2020 • 26min
Why Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces & Carl Ep 48
Nov 19, 2020 • 27min
Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47
Nov 5, 2020 • 22min
Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46
Oct 22, 2020 • 32min
Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45
Oct 8, 2020 • 32min
Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 44
Sep 24, 2020 • 41min
Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 43
Sep 10, 2020 • 28min
Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42
Aug 27, 2020 • 35min
Helping Older Clients Stuck In Cash On The Sidelines: Kitces & Carl Ep 41
Aug 13, 2020 • 32min
