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
Mar 12, 2020 • 31min
The Epidemic of Spending at Unsustainable Rates: Kitces & Carl Ep 29
Feb 27, 2020 • 28min
Email Productivity Hacks And Getting More Done In Your Day: Kitces & Carl Ep 28
Feb 13, 2020 • 30min
Handling The 'Required Minimum' Conversation Without Being Awkward: Kitces & Carl Ep 27
Jan 30, 2020 • 41min
Talking Clients Out Of The Bunker Portfolio: Kitces & Carl Ep 26
Jan 16, 2020 • 24min
The Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces & Carl Ep 25
Jan 2, 2020 • 31min
Improving Work-Life Balance In 2020 And Giving Yourself Permission To Rest: Kitces & Carl Ep 24
Dec 19, 2019 • 25min
Following Through On Your Business Creativity By Saying 'Yes' And Figuring It Out Later: Kitces & Carl Ep 23
Dec 5, 2019 • 21min
Simplifying Your Life By Building Habits And Kitces Travel Tips: Kitces & Carl Ep 22
Nov 21, 2019 • 32min
Do You Have To Build Confidence Before Taking Action, Or Take Action To Build Confidence?: Kitces & Carl Ep 21
Nov 7, 2019 • 24min
Is A Fiduciary Requirement Necessary When Acting In Clients' Best Interests Is Good Business Anyway?: Kitces & Carl Ep 20
In our 20th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards discuss why a fiduciary rule is necessary even though acting in your client’s best interests is already “good business” in the long run, how real financial advisors are at a competitive disadvantage against those who really are just out to make the next buck as quickly as possible, and how advisors have a duty to spread the word about what it means to be a fiduciary.
