Kitces and Carl - Real Talk for Real Financial Advisors

163 Episodes

1. Balancing Client Responsiveness With The Proactive Sledgehammer of Value: Kitces & Carl Ep 103

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

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

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

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

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

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

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

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

   Published: 9/22/2022
10. Is Being A Financial Planner A Service Business Or An Intellectual Property Business?: Kitces & Carl Ep 94

    Published: 9/8/2022
11. Getting An ROI From Your New Associate Advisor (In Less Than 6 Years): Kitces & Carl Ep 93

    Published: 8/25/2022
12. When Clients Want Certainty You Just Can't Give Them: Kitces & Carl Ep 92

    Published: 8/11/2022
13. Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91

    Published: 7/28/2022
14. Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces & Carl Ep 90

    Published: 7/14/2022
15. From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89

    Published: 6/30/2022
16. Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88

    Published: 6/16/2022
17. Balancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces & Carl Ep 87

    Published: 6/2/2022
18. Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86

    Published: 5/19/2022
19. Building Your (Local) Brand With PR That Actually Works: Kitces & Carl Ep 85

    Published: 5/5/2022
20. How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84

    Published: 4/21/2022