Kitces and Carl - Real Talk for Real Financial Advisors

134 Episodes

1. Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134

   Published: 3/21/2024
2. Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133

   Published: 3/7/2024
3. What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132

   Published: 2/22/2024
4. What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131

   Published: 2/8/2024
5. Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130

   Published: 1/25/2024
6. How Autonomy, Experience, and Team Drive Advisor Well-being: Kitces & Carl Ep 129

   Published: 1/11/2024
7. Noticing What You Spend Money On That's Actually An Investment: Kitces & Carl Ep 128

   Published: 12/28/2023
8. Creating Value Through Presence And The 50 Fires Podcast: Kitces & Carl Ep 127

   Published: 12/14/2023
9. Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126

   Published: 11/30/2023
10. Scale Your Business, Leverage Yourself, Or Just Grow?: Kitces & Carl Ep 125

    Published: 11/16/2023
11. When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124

    Published: 11/2/2023
12. Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123

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

    Published: 10/5/2023
14. 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
15. 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
16. Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119

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

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

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

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

    Published: 6/29/2023