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
Feb 10, 2022 • 40min
Finding Your Future Specialization By Interviewing Your Current Clients: Kitces & Carl Ep 79
Jan 27, 2022 • 30min
Communicating Hard News To Clients (When You Plan To Relocate The Business): Kitces & Carl Ep 78
How to communicate with clients—even when it's hard news.
Jan 13, 2022 • 29min
Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77
Dec 30, 2021 • 34min
Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76
Dec 16, 2021 • 30min
Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75
Dec 2, 2021 • 28min
Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74
Nov 18, 2021 • 30min
Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 73
Nov 4, 2021 • 27min
Do You Want A Lifestyle Practice Or Fear Building A Bigger One?: Kitces & Carl Ep 72
Oct 21, 2021 • 32min
When You Want To Delegate But Don't Want To Manage: Kitces & Carl Ep 71
Oct 7, 2021 • 36min
