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 15, 2022 • 32min
Where Are All The Proudly Premium-Fee Advisors?: Kitces & Carl Ep 101
Exploring the rationale behind charging above-average fees in financial advising, navigating fee compression challenges, maximizing value through expertise, tracking client interactions, reflecting on premium fee structures, emphasizing profit and evidence-based decision-making in financial advisory practices
Dec 1, 2022 • 31min
Is Advisor Technology Really About Making Planning Faster... Or Better?: Kitces & Carl Ep 100
Nov 17, 2022 • 41min
What Does It Take For You To Find The Confidence To Take Action?: Kitces & Carl Ep 99
Nov 3, 2022 • 38min
Fee Schedule Complexity And Managing The Fear Of Leaving Opportunities On The Table: Kitces & Carl Ep 98
Oct 20, 2022 • 33min
Talking Clients Down From Making Politically-Motivated Portfolio Changes: Kitces & Carl Ep 97
Oct 6, 2022 • 38min
Handling Politically Charged Clients Who Make It Uncomfortable To Be Their Advisor: Kitces & Carl Ep 96
Sep 22, 2022 • 39min
Building Your Advisor Marketing Content By Packaging Your Client Wisdom: Kitces & Carl Ep 95
Sep 8, 2022 • 32min
Is Being A Financial Planner A Service Business Or An Intellectual Property Business?: Kitces & Carl Ep 94
Aug 25, 2022 • 35min
Getting An ROI From Your New Associate Advisor (In Less Than 6 Years): Kitces & Carl Ep 93
Aug 11, 2022 • 33min
