Kitces and Carl - Real Talk for Real Financial Advisors
- Business · Investing, Management
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About
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.
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Recent episodes
- Articulating The (Evolving) Value Of Financial Planning To Prospects
- Breaking Bad News To A Client About Prior Problematic Financial Decisions
- The Temptation To Take On More Clients To Build (3X) Enterprise Value
- Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is
- When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs
- Engagement Trap and Reactive vs Proactive Touchpoints
- Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?
- When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful-Ca
- Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes
- Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple