Latest Realfinancialadvisor Podcast Episodes
How Advisory Firms Evolve Their Specializations Over Time: Kitces & Carl Ep 80
Kitces and Carl - Real Talk for Real Financial Advisors - February 24, 2022 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...
Finding Your Future Specialization By Interviewing Your Current Clients: Kitces & Carl Ep 79
Kitces and Carl - Real Talk for Real Financial Advisors - February 10, 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...
Communicating Hard News To Clients (When You Plan To Relocate The Business): Kitces & Carl Ep 78
Kitces and Carl - Real Talk for Real Financial Advisors - January 27, 2022 11:00 - 29 minutes ★★★★★ - 200 ratingsHow to communicate with clients—even when it's hard news.
Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77
Kitces and Carl - Real Talk for Real Financial Advisors - January 13, 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...
Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76
Kitces and Carl - Real Talk for Real Financial Advisors - December 30, 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...
Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75
Kitces and Carl - Real Talk for Real Financial Advisors - December 16, 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...
Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74
Kitces and Carl - Real Talk for Real Financial Advisors - December 02, 2021 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...
Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 73
Kitces and Carl - Real Talk for Real Financial Advisors - November 18, 2021 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...
Do You Want A Lifestyle Practice Or Fear Building A Bigger One?: Kitces & Carl Ep 72
Kitces and Carl - Real Talk for Real Financial Advisors - November 04, 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...
When You Want To Delegate But Don't Want To Manage: Kitces & Carl Ep 71
Kitces and Carl - Real Talk for Real Financial Advisors - October 21, 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...
The Paralyzing Fear Of Being Wrong (In Our Planning Projections): Kitces & Carl Ep 70
Kitces and Carl - Real Talk for Real Financial Advisors - October 07, 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...
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...
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...
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