Latest Realfi Podcast Episodes
Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42
Kitces and Carl - Real Talk for Real Financial Advisors - September 10, 2020 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...
Helping Older Clients Stuck In Cash On The Sidelines: Kitces & Carl Ep 41
Kitces and Carl - Real Talk for Real Financial Advisors - August 27, 2020 10:00 - 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...
How To Turn Your Advisor Marketing Content Into A(n Entire) Book: Kitces & Carl Ep 40
Kitces and Carl - Real Talk for Real Financial Advisors - August 13, 2020 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...
Avoid Writer's Block With Your Marketing By (Literally) Talking It Through: Kitces & Carl Ep 39
Kitces and Carl - Real Talk for Real Financial Advisors - July 30, 2020 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...
How Do You Figure Out What You're Going To Create Content About?: Kitces & Carl Ep 38
Kitces and Carl - Real Talk for Real Financial Advisors - July 16, 2020 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...
Finding Your Focus Amidst The Draw To Do More 'Public Work' In A Mid-Career Crisis: Kitces & Carl Ep 37
Kitces and Carl - Real Talk for Real Financial Advisors - July 02, 2020 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...
How Do You Protect Your Own Confidence As A Financial Advisor?: Kitces & Carl Ep 36
Kitces and Carl - Real Talk for Real Financial Advisors - June 18, 2020 10:00 - 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...
Favorite Questions To Ask A Prospective Client To Build Trust In The First Meeting: Kitces & Carl Ep 35
Kitces and Carl - Real Talk for Real Financial Advisors - June 04, 2020 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...
Are We Making Financial Advice & Portfolios More Complex Than They Need To Be?: Kitces & Carl Ep 34
Kitces and Carl - Real Talk for Real Financial Advisors - May 21, 2020 10:00 - 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...
Triaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 33
Kitces and Carl - Real Talk for Real Financial Advisors - May 07, 2020 11:00 - 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...
Communicating Triggers And Breaking The News The Plan Has To Change: Kitces & Carl Ep 32
Kitces and Carl - Real Talk for Real Financial Advisors - April 09, 2020 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...
Maintaining Personal Advisor Wellness In Times Of Market Stress: Kitces & Carl Episode 31
Kitces and Carl - Real Talk for Real Financial Advisors - March 26, 2020 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...
Conveying Rational Overconfidence In Talking To Clients About Coronavirus Fears: Kitces & Carl Ep 30
Kitces and Carl - Real Talk for Real Financial Advisors - March 19, 2020 10:00 - 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...
The Epidemic of Spending at Unsustainable Rates: Kitces & Carl Ep 29
Kitces and Carl - Real Talk for Real Financial Advisors - March 12, 2020 10:00 - 30 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...
Email Productivity Hacks And Getting More Done In Your Day: Kitces & Carl Ep 28
Kitces and Carl - Real Talk for Real Financial Advisors - February 27, 2020 11:00 - 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...
Handling The 'Required Minimum' Conversation Without Being Awkward: Kitces & Carl Ep 27
Kitces and Carl - Real Talk for Real Financial Advisors - February 13, 2020 11:00 - 30 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 Clients Out Of The Bunker Portfolio: Kitces & Carl Ep 26
Kitces and Carl - Real Talk for Real Financial Advisors - January 30, 2020 11:00 - 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...
The Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces & Carl Ep 25
Kitces and Carl - Real Talk for Real Financial Advisors - January 16, 2020 11:00 - 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...
Improving Work-Life Balance In 2020 And Giving Yourself Permission To Rest: Kitces & Carl Ep 24
Kitces and Carl - Real Talk for Real Financial Advisors - January 02, 2020 11:00 - 30 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...
Following Through On Your Business Creativity By Saying 'Yes' And Figuring It Out Later: Kitces & Carl Ep 23
Kitces and Carl - Real Talk for Real Financial Advisors - December 19, 2019 11:00 - 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...
Simplifying Your Life By Building Habits And Kitces Travel Tips: Kitces & Carl Ep 22
Kitces and Carl - Real Talk for Real Financial Advisors - December 05, 2019 11:00 - 21 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 You Have To Build Confidence Before Taking Action, Or Take Action To Build Confidence?: Kitces & Carl Ep 21
Kitces and Carl - Real Talk for Real Financial Advisors - November 21, 2019 11:00 - 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...
Is A Fiduciary Requirement Necessary When Acting In Clients' Best Interests Is Good Business Anyway?: Kitces & Carl Ep 20
Kitces and Carl - Real Talk for Real Financial Advisors - November 07, 2019 11:00 - 23 minutes ★★★★★ - 200 ratingsIn our 20th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards discuss why a fiduciary rule is necessary even though acting in your client’s best interests is already “good business” in the long run, how real financial advisors are at a competitive ...
Is Any Financial Advisor Business Model Truly Conflict Free?: Kitces & Carl Ep 19
Kitces and Carl - Real Talk for Real Financial Advisors - October 24, 2019 10:00 - 39 minutes ★★★★★ - 200 ratingsIn our 19th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards talk about these conflicts of interest, and the dilemma that financial advisors face when determining where to draw the line between a ‘manageable’ conflict of interest and one that is ‘...
Talking Clients Off The Ledge From 'Scary' Markets: Kitces & Carl Ep 18
Kitces and Carl - Real Talk for Real Financial Advisors - October 10, 2019 10:00 - 35 minutes ★★★★★ - 200 ratingsIn our 18th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards extend their last podcast and look at communication strategies advisors can use to set the stage for helping clients actually make better decisions after ‘talking them off the ledge’, us...
Responding With Empathy When Clients Call About “Scary” Markets: Kitces & Carl Ep 17
Kitces and Carl - Real Talk for Real Financial Advisors - September 26, 2019 10:00 - 27 minutes ★★★★★ - 200 ratingsIn our 17th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards talk about the importance (and challenges) of responding with empathy to clients who are upset or afraid. Because even though research in behavioral finance has helped us better understa...
Episode Two
93.5 Metaphoria F.M. - September 20, 2019 13:14 - 12 minutes ★★★★★ - 1 ratingRecorded live from the corner of Wealth and Acquisition deep in the N.E.E.D, it's the Morning Has Broken Us All show. This morning program features an interview with Metaphoria's most metaphorical garbage man, the Mayor and a reading by Andrew Kaufman from The Ticking Heart.
Episode Two Preview: The Tiger Report, #1
93.5 Metaphoria F.M. - September 16, 2019 22:56 - 3 minutes ★★★★★ - 1 ratingIn a sneak peak of the next episode, listen to the first ever Tiger Report. Remember, only you can stop the tigers!
Helping Clients Understand What It Really Means To Retire: Kitces & Carl Ep 16
Kitces and Carl - Real Talk for Real Financial Advisors - September 12, 2019 10:00 - 27 minutes ★★★★★ - 200 ratingsIn our sixteenth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards explore different ways advisors can frame their conversations with clients when helping them envision and plan for a retirement they can actually look forward to, how to integrate r...
Why Are We So Afraid To Just Listen: Kitces & Carl Ep 15
Kitces and Carl - Real Talk for Real Financial Advisors - August 29, 2019 10:00 - 24 minutes ★★★★★ - 200 ratingsIn our 15th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss the value of really listening to clients, and how, by simply talking less and listening more in client meetings, an advisor can improve the chances that a client will...
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