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
Jul 30, 2020 • 29min
Avoid Writer's Block With Your Marketing By (Literally) Talking It Through: Kitces & Carl Ep 39
Jul 16, 2020 • 34min
How Do You Figure Out What You're Going To Create Content About?: Kitces & Carl Ep 38
Jul 2, 2020 • 27min
Finding Your Focus Amidst The Draw To Do More 'Public Work' In A Mid-Career Crisis: Kitces & Carl Ep 37
Jun 18, 2020 • 35min
How Do You Protect Your Own Confidence As A Financial Advisor?: Kitces & Carl Ep 36
Jun 4, 2020 • 26min
Favorite Questions To Ask A Prospective Client To Build Trust In The First Meeting: Kitces & Carl Ep 35
May 21, 2020 • 37min
Are We Making Financial Advice & Portfolios More Complex Than They Need To Be?: Kitces & Carl Ep 34
May 7, 2020 • 33min
Triaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 33
Apr 9, 2020 • 36min
Communicating Triggers And Breaking The News The Plan Has To Change: Kitces & Carl Ep 32
Mar 26, 2020 • 27min
Maintaining Personal Advisor Wellness In Times Of Market Stress: Kitces & Carl Episode 31
Mar 19, 2020 • 38min
