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
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
Conveying Rational Overconfidence In Talking To Clients About Coronavirus Fears: Kitces & Carl Ep 30
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
