Kitces and Carl - Real Talk for Real Financial Advisors

163 Episodes

1. How To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces & Carl Ep 63

   Published: 7/1/2021
2. Do Vision And Mission Statements Really Matter For Advisory Firms?: Kitces & Carl Ep 62

   Published: 6/17/2021
3. Taking The Leap To Launch When You Don't Have The Capital To Finance It: Kitces & Carl Ep 61

   Published: 6/3/2021
4. The Training That Service Advisors Need To Get To The Next Level: Kitces & Carl Ep 60

   Published: 5/20/2021
5. The Time Trap - How Do You Find The Time To Get More Time Efficient?: Kitces & Carl Ep 59

   Published: 5/6/2021
6. Getting Mentally Unstuck From Thinking About Clients 'Too Much': Kitces & Carl Ep 58

   Published: 4/22/2021
7. Transitioning 'Good' Clients Who Simply Can't Be Served Profitably: Kitces & Carl Ep 57

   Published: 4/8/2021
8. The Advisor Fee Debate And Focusing On Value Over Price: Kitces & Carl Ep 56

   Published: 3/25/2021
9. Implementing A Waiting List Or Just Referring Clients Out: Kitces & Carl Ep 55

   Published: 3/11/2021
10. Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54

    Published: 2/25/2021
11. Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53

    Published: 2/11/2021
12. Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 52

    Published: 1/28/2021
13. Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 51

    Published: 1/14/2021
14. Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 50

    Published: 12/31/2020
15. Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 49

    Published: 12/17/2020
16. Why Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces & Carl Ep 48

    Published: 12/3/2020
17. Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47

    Published: 11/19/2020
18. Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46

    Published: 11/5/2020
19. Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45

    Published: 10/22/2020
20. Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 44

    Published: 10/8/2020