Kitces and Carl - Real Talk for Real Financial Advisors

134 Episodes

1. When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114

   Published: 6/15/2023
2. What Does It Really Mean To Be A Lead Advisor?: Kitces & Carl Ep 113

   Published: 6/1/2023
3. When You No Longer Want To Be A Manager And Have To Let An Associate Advisor Go: Kitces & Carl Ep 112

   Published: 5/18/2023
4. Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces & Carl Ep 111

   Published: 5/4/2023
5. Dressing Up For Clients (Do Advisors Really Need To Dress For Success?): Kitces & Carl Ep 110

   Published: 4/20/2023
6. Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109

   Published: 4/6/2023
7. Crafting A (Marketing) Manifesto To Show What You Really Stand For: Kitces & Carl Ep 108

   Published: 3/23/2023
8. The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107

   Published: 3/9/2023
9. Sharing 'Real' Examples Of Your Work To Show The Value Of Financial Planning: Kitces & Carl Ep 106

   Published: 2/23/2023
10. When A Prospect Doesn't Meet Your Minimums—Navigating The Awkwardness Gracefully: Kitces & Carl Ep 105

    Published: 2/9/2023
11. How Do You NOT Grow (And Finding The Constraints To Help Say No): Kitces & Carl Ep 104

    Published: 1/26/2023
12. Balancing Client Responsiveness With The Proactive Sledgehammer of Value: Kitces & Carl Ep 103

    Published: 1/12/2023
13. Reflecting On The Journey Of Building A Career And Business: Kitces & Carl Ep 102

    Published: 12/29/2022
14. Where Are All The Proudly Premium-Fee Advisors?: Kitces & Carl Ep 101

    Published: 12/15/2022
15. Is Advisor Technology Really About Making Planning Faster... Or Better?: Kitces & Carl Ep 100

    Published: 12/1/2022
16. What Does It Take For You To Find The Confidence To Take Action?: Kitces & Carl Ep 99

    Published: 11/17/2022
17. Fee Schedule Complexity And Managing The Fear Of Leaving Opportunities On The Table: Kitces & Carl Ep 98

    Published: 11/3/2022
18. Talking Clients Down From Making Politically-Motivated Portfolio Changes: Kitces & Carl Ep 97

    Published: 10/20/2022
19. Handling Politically Charged Clients Who Make It Uncomfortable To Be Their Advisor: Kitces & Carl Ep 96

    Published: 10/6/2022
20. Building Your Advisor Marketing Content By Packaging Your Client Wisdom: Kitces & Carl Ep 95

    Published: 9/22/2022