Kitces and Carl - Real Talk for Real Financial Advisors – Détails, épisodes et analyse
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Fréquence : 1 épisode/13j. Total Éps: 192
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See allScore global : 38%
Historique des publications
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Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145
Épisode 145
jeudi 22 août 2024 • Durée 32:12
In our 145th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can communicate their planning style in their marketing before investing time in client meetings that may or may not lead to long-term engagement.
For full show notes, see kitces.com and thesocietyofadvice.com.
The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144
Épisode 144
jeudi 8 août 2024 • Durée 28:32
In our 144th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how fast growth can get in the way of working "lifestyle" hours—and what to do about it.
For full show notes, see kitces.com and thesocietyofadvice.com.
Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135
Épisode 135
jeudi 4 avril 2024 • Durée 30:35
In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be expected to create career opportunities for up-and-coming advisors.
For full show notes, see kitces.com and thesocietyofadvice.com.
Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134
Épisode 134
jeudi 21 mars 2024 • Durée 26:16
In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it.
For full show notes, see kitces.com and thesocietyofadvice.com.
Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133
Épisode 133
jeudi 7 mars 2024 • Durée 33:57
In our 133rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss money, meaning, and what it's all for.
For full show notes, see kitces.com and thesocietyofadvice.com.
What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132
Épisode 132
jeudi 22 février 2024 • Durée 28:08
In our 132nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the best way for advisors to get the word out about their services.
For full show notes, see kitces.com and thesocietyofadvice.com.
What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131
Épisode 131
jeudi 8 février 2024 • Durée 37:23
In our 131st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss setting goals—and the "why" behind doing so.
For full show notes, see kitces.com and thesocietyofadvice.com.
Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130
Épisode 130
jeudi 25 janvier 2024 • Durée 31:09
In our 130th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the advisor mindset that leads to more happiness.
For full show notes, see kitces.com and thesocietyofadvice.com.
How Autonomy, Experience, and Team Drive Advisor Well-being: Kitces & Carl Ep 129
Épisode 129
jeudi 11 janvier 2024 • Durée 33:12
In our 129th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the results of their recent study on advisor well-being.
For full show notes, see kitces.com and thesocietyofadvice.com.
Noticing What You Spend Money On That's Actually An Investment: Kitces & Carl Ep 128
Épisode 128
jeudi 28 décembre 2023 • Durée 33:19
In our 128th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a key difference in perspective when it comes to spending money.
For full show notes, see kitces.com and thesocietyofadvice.com.
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