Kitces and Carl - Real Talk for Real Financial Advisors
136 episodes - English - Latest episode: 11 days ago - ★★★★★ - 200 ratingsA 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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Episodes
Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86
May 19, 2022 10:00 - 32 minutes - 74.7 MBBuilding Your (Local) Brand With PR That Actually Works: Kitces & Carl Ep 85
May 05, 2022 10:00 - 34 minutes - 78.5 MBHow Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84
April 21, 2022 10:00 - 27 minutes - 64.2 MBWhen The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83
April 07, 2022 10:00 - 27 minutes - 63.3 MBBalancing The Desire To Serve With The Financial Demands Of Growth: Kitces & Carl Ep 82
March 24, 2022 10:00 - 29 minutes - 68.2 MBIncreasing Client Touch Points With Asynchronous Client Meetings: Kitces & Carl Ep 81
March 10, 2022 11:00 - 29 minutes - 67.5 MBHow Advisory Firms Evolve Their Specializations Over Time: Kitces & Carl Ep 80
February 24, 2022 11:00 - 27 minutes - 64 MBFinding Your Future Specialization By Interviewing Your Current Clients: Kitces & Carl Ep 79
February 10, 2022 11:00 - 39 minutes - 91.1 MBCommunicating Hard News To Clients (When You Plan To Relocate The Business): Kitces & Carl Ep 78
January 27, 2022 11:00 - 29 minutes - 68 MBHow to communicate with clients—even when it's hard news.