Kitces and Carl - Real Talk for Real Financial Advisors

163 Episodes

1. Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123

   Published: 10/19/2023
2. Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122

   Published: 10/5/2023
3. 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
4. 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
5. Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119

   Published: 8/24/2023
6. (Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces & Carl Ep 118

   Published: 8/10/2023
7. Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces & Carl Ep 117

   Published: 7/27/2023
8. Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116

   Published: 7/13/2023
9. Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115

   Published: 6/29/2023
10. When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114

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

    Published: 6/1/2023
12. 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
13. Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces & Carl Ep 111

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

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

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

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

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

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

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

    Published: 1/26/2023