Kitces and Carl - Real Talk for Real Financial Advisors

163 Episodes

1. When The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83

   Published: 4/7/2022
2. Balancing The Desire To Serve With The Financial Demands Of Growth: Kitces & Carl Ep 82

   Published: 3/24/2022
3. Increasing Client Touch Points With Asynchronous Client Meetings: Kitces & Carl Ep 81

   Published: 3/10/2022
4. How Advisory Firms Evolve Their Specializations Over Time: Kitces & Carl Ep 80

   Published: 2/24/2022
5. Finding Your Future Specialization By Interviewing Your Current Clients: Kitces & Carl Ep 79

   Published: 2/10/2022
6. Communicating Hard News To Clients (When You Plan To Relocate The Business): Kitces & Carl Ep 78

   Published: 1/27/2022
7. Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77

   Published: 1/13/2022
8. Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76

   Published: 12/30/2021
9. Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75

   Published: 12/16/2021
10. Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74

    Published: 12/2/2021
11. Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 73

    Published: 11/18/2021
12. Do You Want A Lifestyle Practice Or Fear Building A Bigger One?: Kitces & Carl Ep 72

    Published: 11/4/2021
13. When You Want To Delegate But Don't Want To Manage: Kitces & Carl Ep 71

    Published: 10/21/2021
14. The Paralyzing Fear Of Being Wrong (In Our Planning Projections): Kitces & Carl Ep 70

    Published: 10/7/2021
15. Retaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 69

    Published: 9/23/2021
16. Managing Advisor Turnover And The Transferability Of Trust: Kitces & Carl Ep 68

    Published: 9/9/2021
17. Setting A Personal Growth Goal When You Don't Need More Revenue For Success: Kitces & Carl Ep 67

    Published: 8/26/2021
18. Helping Clients To Stop Maximizing Their Wealth And Set Goals To Enjoy It Instead: Kitces & Carl Ep 66

    Published: 8/12/2021
19. Handling Clients Who Bring Their Own 'Hot' Investment Ideas: Kitces & Carl Ep 65

    Published: 7/29/2021
20. Why AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces & Carl Ep 64

    Published: 7/15/2021