Kitces and Carl - Real Talk for Real Financial Advisors
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.
Latest episodes
Aug 11, 2022 • 33min
When Clients Want Certainty You Just Can't Give Them: Kitces & Carl Ep 92
Jul 28, 2022 • 40min
Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91
Jul 14, 2022 • 36min
Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces & Carl Ep 90
Jun 30, 2022 • 32min
From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89
Jun 16, 2022 • 33min
Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88
Jun 2, 2022 • 38min
Balancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces & Carl Ep 87
May 19, 2022 • 33min
Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86
May 5, 2022 • 34min
Building Your (Local) Brand With PR That Actually Works: Kitces & Carl Ep 85
Apr 21, 2022 • 28min
How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84
Apr 7, 2022 • 28min
When The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83
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