Latest Realfinancialadvisor Podcast Episodes
Dressing Up For Clients (Do Advisors Really Need To Dress For Success?): Kitces & Carl Ep 110
Kitces and Carl - Real Talk for Real Financial Advisors - April 20, 2023 10:00 - 32 minutes ★★★★★ - 200 ratingsIn our 110th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about the idea that advisors should dress a certain way for credibility. For full show notes, see kitces.com and thesocietyofadvice.com.
Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109
Kitces and Carl - Real Talk for Real Financial Advisors - April 06, 2023 10:00 - 31 minutes ★★★★★ - 200 ratingsIn our 109th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about how advisors live their lives—and what clients think about it. For full show notes, see kitces.com and thesocietyofadvice.com.
Crafting A (Marketing) Manifesto To Show What You Really Stand For: Kitces & Carl Ep 108
Kitces and Carl - Real Talk for Real Financial Advisors - March 23, 2023 10:00 - 34 minutes ★★★★★ - 200 ratingsIn our 108th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about marketing yourself by letting people know what you stand for. For full show notes, see kitces.com and thesocietyofadvice.com.
The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107
Kitces and Carl - Real Talk for Real Financial Advisors - March 09, 2023 11:00 - 39 minutes ★★★★★ - 200 ratingsIn our 107th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss ways for advisors to find new ideas, the process of narrowing down their options and choosing the best ones, and how advisors can vet and test the viability of their ideas before implemen...
Sharing 'Real' Examples Of Your Work To Show The Value Of Financial Planning: Kitces & Carl Ep 106
Kitces and Carl - Real Talk for Real Financial Advisors - February 23, 2023 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...
When A Prospect Doesn't Meet Your Minimums—Navigating The Awkwardness Gracefully: Kitces & Carl Ep 105
Kitces and Carl - Real Talk for Real Financial Advisors - February 09, 2023 11:00 - 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...
How Do You NOT Grow (And Finding The Constraints To Help Say No): Kitces & Carl Ep 104
Kitces and Carl - Real Talk for Real Financial Advisors - January 26, 2023 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...
Balancing Client Responsiveness With The Proactive Sledgehammer of Value: Kitces & Carl Ep 103
Kitces and Carl - Real Talk for Real Financial Advisors - January 12, 2023 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...
Reflecting On The Journey Of Building A Career And Business: Kitces & Carl Ep 102
Kitces and Carl - Real Talk for Real Financial Advisors - December 29, 2022 11:00 - 39 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...
Where Are All The Proudly Premium-Fee Advisors?: Kitces & Carl Ep 101
Kitces and Carl - Real Talk for Real Financial Advisors - December 15, 2022 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...
Is Advisor Technology Really About Making Planning Faster... Or Better?: Kitces & Carl Ep 100
Kitces and Carl - Real Talk for Real Financial Advisors - December 01, 2022 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...
What Does It Take For You To Find The Confidence To Take Action?: Kitces & Carl Ep 99
Kitces and Carl - Real Talk for Real Financial Advisors - November 17, 2022 11:00 - 40 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...
Fee Schedule Complexity And Managing The Fear Of Leaving Opportunities On The Table: Kitces & Carl Ep 98
Kitces and Carl - Real Talk for Real Financial Advisors - November 03, 2022 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...
Talking Clients Down From Making Politically-Motivated Portfolio Changes: Kitces & Carl Ep 97
Kitces and Carl - Real Talk for Real Financial Advisors - October 20, 2022 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 Politically Charged Clients Who Make It Uncomfortable To Be Their Advisor: Kitces & Carl Ep 96
Kitces and Carl - Real Talk for Real Financial Advisors - October 06, 2022 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...
Building Your Advisor Marketing Content By Packaging Your Client Wisdom: Kitces & Carl Ep 95
Kitces and Carl - Real Talk for Real Financial Advisors - September 22, 2022 10:00 - 39 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 Being A Financial Planner A Service Business Or An Intellectual Property Business?: Kitces & Carl Ep 94
Kitces and Carl - Real Talk for Real Financial Advisors - September 08, 2022 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...
Getting An ROI From Your New Associate Advisor (In Less Than 6 Years): Kitces & Carl Ep 93
Kitces and Carl - Real Talk for Real Financial Advisors - August 25, 2022 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...
When Clients Want Certainty You Just Can't Give Them: Kitces & Carl Ep 92
Kitces and Carl - Real Talk for Real Financial Advisors - August 11, 2022 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...
Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91
Kitces and Carl - Real Talk for Real Financial Advisors - July 28, 2022 10:00 - 40 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...
Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces & Carl Ep 90
Kitces and Carl - Real Talk for Real Financial Advisors - July 14, 2022 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...
From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89
Kitces and Carl - Real Talk for Real Financial Advisors - June 30, 2022 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...
Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88
Kitces and Carl - Real Talk for Real Financial Advisors - June 16, 2022 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...
Balancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces & Carl Ep 87
Kitces and Carl - Real Talk for Real Financial Advisors - June 02, 2022 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...
Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86
Kitces and Carl - Real Talk for Real Financial Advisors - May 19, 2022 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...
Building Your (Local) Brand With PR That Actually Works: Kitces & Carl Ep 85
Kitces and Carl - Real Talk for Real Financial Advisors - May 05, 2022 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 Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84
Kitces and Carl - Real Talk for Real Financial Advisors - April 21, 2022 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...
When The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83
Kitces and Carl - Real Talk for Real Financial Advisors - April 07, 2022 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...
Balancing The Desire To Serve With The Financial Demands Of Growth: Kitces & Carl Ep 82
Kitces and Carl - Real Talk for Real Financial Advisors - March 24, 2022 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...
Increasing Client Touch Points With Asynchronous Client Meetings: Kitces & Carl Ep 81
Kitces and Carl - Real Talk for Real Financial Advisors - March 10, 2022 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...
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