Kitces and Carl - Real Talk for Real Financial Advisors

163 Episodes

1. Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 43

   Published: 9/24/2020
2. Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42

   Published: 9/10/2020
3. Helping Older Clients Stuck In Cash On The Sidelines: Kitces & Carl Ep 41

   Published: 8/27/2020
4. How To Turn Your Advisor Marketing Content Into A(n Entire) Book: Kitces & Carl Ep 40

   Published: 8/13/2020
5. Avoid Writer's Block With Your Marketing By (Literally) Talking It Through: Kitces & Carl Ep 39

   Published: 7/30/2020
6. How Do You Figure Out What You're Going To Create Content About?: Kitces & Carl Ep 38

   Published: 7/16/2020
7. Finding Your Focus Amidst The Draw To Do More 'Public Work' In A Mid-Career Crisis: Kitces & Carl Ep 37

   Published: 7/2/2020
8. How Do You Protect Your Own Confidence As A Financial Advisor?: Kitces & Carl Ep 36

   Published: 6/18/2020
9. Favorite Questions To Ask A Prospective Client To Build Trust In The First Meeting: Kitces & Carl Ep 35

   Published: 6/4/2020
10. Are We Making Financial Advice & Portfolios More Complex Than They Need To Be?: Kitces & Carl Ep 34

    Published: 5/21/2020
11. Triaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 33

    Published: 5/7/2020
12. Communicating Triggers And Breaking The News The Plan Has To Change: Kitces & Carl Ep 32

    Published: 4/9/2020
13. Maintaining Personal Advisor Wellness In Times Of Market Stress: Kitces & Carl Episode 31

    Published: 3/26/2020
14. Conveying Rational Overconfidence In Talking To Clients About Coronavirus Fears: Kitces & Carl Ep 30

    Published: 3/19/2020
15. The Epidemic of Spending at Unsustainable Rates: Kitces & Carl Ep 29

    Published: 3/12/2020
16. Email Productivity Hacks And Getting More Done In Your Day: Kitces & Carl Ep 28

    Published: 2/27/2020
17. Handling The 'Required Minimum' Conversation Without Being Awkward: Kitces & Carl Ep 27

    Published: 2/13/2020
18. Talking Clients Out Of The Bunker Portfolio: Kitces & Carl Ep 26

    Published: 1/30/2020
19. The Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces & Carl Ep 25

    Published: 1/16/2020
20. Improving Work-Life Balance In 2020 And Giving Yourself Permission To Rest: Kitces & Carl Ep 24

    Published: 1/2/2020