Kitces and Carl - Real Talk for Real Financial Advisors
A podcast by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - Thursdays
Categories:
134 Episodes
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Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134
Published: 3/21/2024 -
Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133
Published: 3/7/2024 -
What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132
Published: 2/22/2024 -
What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131
Published: 2/8/2024 -
Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130
Published: 1/25/2024 -
How Autonomy, Experience, and Team Drive Advisor Well-being: Kitces & Carl Ep 129
Published: 1/11/2024 -
Noticing What You Spend Money On That's Actually An Investment: Kitces & Carl Ep 128
Published: 12/28/2023 -
Creating Value Through Presence And The 50 Fires Podcast: Kitces & Carl Ep 127
Published: 12/14/2023 -
Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126
Published: 11/30/2023 -
Scale Your Business, Leverage Yourself, Or Just Grow?: Kitces & Carl Ep 125
Published: 11/16/2023 -
When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124
Published: 11/2/2023 -
Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123
Published: 10/19/2023 -
Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122
Published: 10/5/2023 -
Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces & Carl Ep 121
Published: 9/21/2023 -
Is It Really Harder To Scale A Small RIA Today, Or Are Firms Just Navigating The Growth Treadmill?: Kitces & Carl Ep 120
Published: 9/7/2023 -
Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119
Published: 8/24/2023 -
(Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces & Carl Ep 118
Published: 8/10/2023 -
Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces & Carl Ep 117
Published: 7/27/2023 -
Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116
Published: 7/13/2023 -
Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115
Published: 6/29/2023
A 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.