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
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
Mar 24, 2022 • 30min
Balancing The Desire To Serve With The Financial Demands Of Growth: Kitces & Carl Ep 82
Mar 10, 2022 • 29min
Increasing Client Touch Points With Asynchronous Client Meetings: Kitces & Carl Ep 81
Feb 24, 2022 • 28min
