How Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces & Carl Ep 09

Kitces and Carl - Real Talk for Real Financial Advisors

English - July 02, 2019 10:00 - 38 minutes - 52.9 MB - ★★★★★ - 200 ratings
Management Business Investing carl advisor carlrichards financial financialadvisor financialplanning kitces michael michaelkitces realfinancialadvisor Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: What Would You Do With Your Time If You COULD Be More Productive As A Financial Advisor?: Kitces & Carl Ep 08

Next Episode: Transitioning Long-Standing Clients To Create Room To Grow: Kitces & Carl Ep 10

In our ninth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss why some advisors wind up being unhappy in an otherwise “successful” practice, how some advisors have maximized their happiness by being intentional about building their business the way they want - or even “right-sizing” the advisory practice if necessary – and a few actionable ideas for advisors to do the same.