Latest Realfi Podcast Episodes
Empowa Partners: Building an African Housing Payments App using Cardano & Atala PRISM
Empowa Podcast - October 05, 2021 13:31 - 22 minutes ★★★★★ - 1 ratingJoin our journey: Guest: Website: Project Catalyst Proposal: Empowa: Website: Telegram: Twitter: Youtube: Reddit: Medium: Instagram: Other links: Purchase a Founding Community NFT:
Retaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 69
Kitces and Carl - Real Talk for Real Financial Advisors - September 23, 2021 10:00 - 28 minutes ★★★★★ - 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 w...
Empowa - Project Catalyst Update
Empowa Podcast - September 14, 2021 01:57 - 11 minutes ★★★★★ - 1 ratingJoin our journey: Empowa: Website: Telegram: Twitter: Youtube: Reddit: Medium: Instagram: Other links: Purchase a Founding Community NFT:
Empowa Podcast
Empowa Podcast - September 09, 2021 15:29 - 10 minutes ★★★★★ - 1 ratingThe first RealFi property platform on Cardano that combines emerging technology, sustainable building and decentralized financial inclusion.
Managing Advisor Turnover And The Transferability Of Trust: Kitces & Carl Ep 68
Kitces and Carl - Real Talk for Real Financial Advisors - September 09, 2021 10:00 - 26 minutes ★★★★★ - 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 w...
Setting A Personal Growth Goal When You Don't Need More Revenue For Success: Kitces & Carl Ep 67
Kitces and Carl - Real Talk for Real Financial Advisors - August 26, 2021 10:00 - 33 minutes ★★★★★ - 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 w...
Helping Clients To Stop Maximizing Their Wealth And Set Goals To Enjoy It Instead: Kitces & Carl Ep 66
Kitces and Carl - Real Talk for Real Financial Advisors - August 12, 2021 10:00 - 33 minutes ★★★★★ - 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 w...
Handling Clients Who Bring Their Own 'Hot' Investment Ideas: Kitces & Carl Ep 65
Kitces and Carl - Real Talk for Real Financial Advisors - July 29, 2021 10:00 - 35 minutes ★★★★★ - 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 w...
Why AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces & Carl Ep 64
Kitces and Carl - Real Talk for Real Financial Advisors - July 15, 2021 10:00 - 32 minutes ★★★★★ - 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 w...
How To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces & Carl Ep 63
Kitces and Carl - Real Talk for Real Financial Advisors - July 01, 2021 10:00 - 36 minutes ★★★★★ - 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 w...
Do Vision And Mission Statements Really Matter For Advisory Firms?: Kitces & Carl Ep 62
Kitces and Carl - Real Talk for Real Financial Advisors - June 17, 2021 10:00 - 24 minutes ★★★★★ - 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 w...
Taking The Leap To Launch When You Don't Have The Capital To Finance It: Kitces & Carl Ep 61
Kitces and Carl - Real Talk for Real Financial Advisors - June 03, 2021 10:00 - 27 minutes ★★★★★ - 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 w...
The Training That Service Advisors Need To Get To The Next Level: Kitces & Carl Ep 60
Kitces and Carl - Real Talk for Real Financial Advisors - May 20, 2021 10:00 - 28 minutes ★★★★★ - 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 w...
The Time Trap - How Do You Find The Time To Get More Time Efficient?: Kitces & Carl Ep 59
Kitces and Carl - Real Talk for Real Financial Advisors - May 06, 2021 10:00 - 29 minutes ★★★★★ - 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 w...
Getting Mentally Unstuck From Thinking About Clients 'Too Much': Kitces & Carl Ep 58
Kitces and Carl - Real Talk for Real Financial Advisors - April 22, 2021 10:00 - 18 minutes ★★★★★ - 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 w...
Transitioning 'Good' Clients Who Simply Can't Be Served Profitably: Kitces & Carl Ep 57
Kitces and Carl - Real Talk for Real Financial Advisors - April 08, 2021 10:00 - 28 minutes ★★★★★ - 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 w...
The Advisor Fee Debate And Focusing On Value Over Price: Kitces & Carl Ep 56
Kitces and Carl - Real Talk for Real Financial Advisors - March 25, 2021 10:00 - 31 minutes ★★★★★ - 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 w...
Implementing A Waiting List Or Just Referring Clients Out: Kitces & Carl Ep 55
Kitces and Carl - Real Talk for Real Financial Advisors - March 11, 2021 11:00 - 32 minutes ★★★★★ - 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 w...
Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54
Kitces and Carl - Real Talk for Real Financial Advisors - February 25, 2021 11:00 - 29 minutes ★★★★★ - 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 w...
Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53
Kitces and Carl - Real Talk for Real Financial Advisors - February 11, 2021 11:00 - 32 minutes ★★★★★ - 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 w...
Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 52
Kitces and Carl - Real Talk for Real Financial Advisors - January 28, 2021 11:00 - 22 minutes ★★★★★ - 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 w...
Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 51
Kitces and Carl - Real Talk for Real Financial Advisors - January 14, 2021 11:00 - 34 minutes ★★★★★ - 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 w...
Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 50
Kitces and Carl - Real Talk for Real Financial Advisors - December 31, 2020 11:00 - 29 minutes ★★★★★ - 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 w...
Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 49
Kitces and Carl - Real Talk for Real Financial Advisors - December 17, 2020 11:00 - 37 minutes ★★★★★ - 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 w...
Why Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces & Carl Ep 48
Kitces and Carl - Real Talk for Real Financial Advisors - December 03, 2020 11:00 - 26 minutes ★★★★★ - 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 w...
Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47
Kitces and Carl - Real Talk for Real Financial Advisors - November 19, 2020 11:00 - 26 minutes ★★★★★ - 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 w...
Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46
Kitces and Carl - Real Talk for Real Financial Advisors - November 05, 2020 11:00 - 22 minutes ★★★★★ - 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 w...
Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45
Kitces and Carl - Real Talk for Real Financial Advisors - October 22, 2020 10:00 - 31 minutes ★★★★★ - 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 w...
Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 44
Kitces and Carl - Real Talk for Real Financial Advisors - October 08, 2020 10:00 - 31 minutes ★★★★★ - 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 w...
Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 43
Kitces and Carl - Real Talk for Real Financial Advisors - September 24, 2020 10:00 - 41 minutes ★★★★★ - 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 w...
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