Kitces and Carl - Real Talk for Real Financial Advisors

163 Episodes

1. Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143

   Published: 7/25/2024
2. Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142

   Published: 7/11/2024
3. Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141

   Published: 6/27/2024
4. Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140

   Published: 6/13/2024
5. When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139

   Published: 5/30/2024
6. Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138

   Published: 5/16/2024
7. When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137

   Published: 5/2/2024
8. Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136

   Published: 4/18/2024
9. Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135

   Published: 4/4/2024
10. Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134

    Published: 3/21/2024
11. Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133

    Published: 3/7/2024
12. What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132

    Published: 2/22/2024
13. 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
14. Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130

    Published: 1/25/2024
15. How Autonomy, Experience, and Team Drive Advisor Well-being: Kitces & Carl Ep 129

    Published: 1/11/2024
16. Noticing What You Spend Money On That's Actually An Investment: Kitces & Carl Ep 128

    Published: 12/28/2023
17. Creating Value Through Presence And The 50 Fires Podcast: Kitces & Carl Ep 127

    Published: 12/14/2023
18. Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126

    Published: 11/30/2023
19. Scale Your Business, Leverage Yourself, Or Just Grow?: Kitces & Carl Ep 125

    Published: 11/16/2023
20. When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124

    Published: 11/2/2023