Each week Doug Hoyes talks to industry experts about debt, money, and personal finance. Don't be confused; listen as the guest experts cut through the jargon and share practical advice.
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Player FM - Internet Radio Done Right
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محتوای ارائه شده توسط Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Michael Kitces, MSFS, MTAX, CFP, and Carl Richards یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
مشابه Kitces and Carl - Real Talk for Real Financial Advisors
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Rachel Cooke is your guide to leadership and communication, helping you craft a workplace environment you can feel good about. She’ll share tips to help you balance your work and personal life, effectively invest your time, and be mindful about where you’re devoting your energy. Let Rachel help you navigate your path to success—however you define it.
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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The Stacking Benjamins Show
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The Stacking Benjamins Show
StackingBenjamins.com | Cumulus Podcast Network
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Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
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The Final Flight of Captain Forrester
In late 1972, U.S. Marine Captain Ron Forrester disappeared on a bombing run into North Vietnam. Back home in Texas, his family could only wait and hope. Audio subscribers to Texas Monthly can get early access to episodes of the series, plus exclusive interviews and audio. Visit texasmonthly.com/audio to join. Go to HelloFresh.com/FLIGHT10FM to get 10 Free Meals with a Free Item For Life.…
Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138
Manage episode 418530957 series 2602166
محتوای ارائه شده توسط Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Michael Kitces, MSFS, MTAX, CFP, and Carl Richards یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you consistently do—and would love to stop doing.
For full show notes, see kitces.com and thesocietyofadvice.com.
163 قسمت
اشتراک گذاریManage episode 418530957 series 2602166
محتوای ارائه شده توسط Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Michael Kitces, MSFS, MTAX, CFP, and Carl Richards یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you consistently do—and would love to stop doing.
For full show notes, see kitces.com and thesocietyofadvice.com.
163 قسمت
همه قسمت ها
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163 32:48
In our 163rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients not only ignore advice but actively push back against it. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Avoiding Staff Management Duties You Don't Want By Paying A Virtual Assistant For Only What You Need: Kitces & Carl Ep 162 33:09
In our 162nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a virtual assistant can support management responsibilities—and how to identify what tasks are worth delegating in the first place. For full show notes, see kitces.com and thesocietyofadvice.com .…
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Kitces and Carl - Real Talk for Real Financial Advisors
1 How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161 39:38
In our 161st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they navigate others' opinions on their projects—and the strategies they use to invite feedback in the first place. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
In our 160th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to keep clients from panicking—and making poor financial decisions—during market volatility. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159 30:25
In our 159th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when your original fees no longer make financial sense—but you promised to honor them for some clients. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158 34:52
In our 158th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the reasoning behind not allowing clients—even excited ones—to sign up the day of their first meeting. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157 31:31
In our 157th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss tactics for reducing the worry that can arise for people when meeting with a financial advisor for the first time. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
In our 156th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they're using ChatGPT in their own work and share their thoughts on the future of AI in financial advising. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155 37:08
In our 155th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a common pitfall among advisors, and what you should consider to make sure you're actually adding value—not just wasting time. For full show notes, see kitces.com and thesocietyofadvice.com .…
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Kitces and Carl - Real Talk for Real Financial Advisors
In our 154th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss technology and AI's role in the future of financial advice. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
In our 153rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when legacy clients start to hurt profitability down the line. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
In our 152nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss surprising data from recent research on the different ways advisors charge fees. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
In our 151st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what often stands in the way of delegating tasks—and what you can do to avoid common sticking points. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150 28:45
In our 150th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the scarcity mentality many new advisors experience when just starting out can negatively affect their career down the road—and how to avoid this common trap. For full show notes, see kitces.com and thesocietyofadvice.com .…
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Kitces and Carl - Real Talk for Real Financial Advisors
In our 149th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss why having friends in the trenches with you as you launch your own firm might be more valuable than having a business partner. For full show notes, see kitces.com and thesocietyofadvice.com .…
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148 34:37
In our 148th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the mindset shift that can help when you're scared to take the next step toward your goals. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147 33:48
In our 147th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to prepare for the next market downturn. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146 29:40
In our 146th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients try to educate themselves about finance online—but come away with misinformation. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145 32:12
In our 145th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can communicate their planning style in their marketing before investing time in client meetings that may or may not lead to long-term engagement. For full show notes, see kitces.com and thesocietyofadvice.com .…
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Kitces and Carl - Real Talk for Real Financial Advisors
1 The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144 28:32
In our 144th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how fast growth can get in the way of working "lifestyle" hours—and what to do about it. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143 36:08
In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transitioning clients accustomed to a quantitative approach to financial planning. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142 45:43
In our 142nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss impactful questions to ask clients in order to create deeper conversations and deeper connections. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141 38:39
In our 141st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the powerful questions to ask clients in order to create impactful conversations about money. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
In our 140th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what's likely behind the common problem of advisors prematurely worrying about scale. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
In our 139th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when you offer "enough" value to clients that it's no longer necessary to keep doing and learning more. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138 38:00
In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you consistently do—and would love to stop doing. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137 38:30
In our 137th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when it's time to start saying no. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136 35:28
In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more advisors approach the age of retirement. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135 30:35
In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be expected to create career opportunities for up-and-coming advisors. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
In our 133rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss money, meaning, and what it's all for. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132 28:08
In our 132nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the best way for advisors to get the word out about their services. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131 37:23
In our 131st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss setting goals—and the "why" behind doing so. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
In our 130th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the advisor mindset that leads to more happiness. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
In our 129th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the results of their recent study on advisor well-being. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
In our 128th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a key difference in perspective when it comes to spending money. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
In our 127th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss Carl's exciting new project. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126 33:43
In our 126th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it makes more sense to focus on increasing productivity or to simply increase your fees. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
In our 125th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it really means to scale. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124 32:59
In our 124th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients no longer fit your specialization. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123 26:54
In our 123rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether all advisors choosing a niche results in some potential clients being left out of receiving financial advice. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
In our 122nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to guide client decisions that aren't about wealth maximization. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces & Carl Ep 121 40:06
In our 121st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether self-promotion is essential for advisors. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Is It Really Harder To Scale A Small RIA Today, Or Are Firms Just Navigating The Growth Treadmill?: Kitces & Carl Ep 120 27:19
In our 120th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the recurring myth that small RIAs are doomed due to scaling challenges. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119 30:36
In our 119th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to get an older advisor (who isn't as engaged in growing the business anymore) to let go and retire. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 (Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces & Carl Ep 118 27:40
In our 118th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether you hang onto being a financial advisor even when you're no longer taking clients. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces & Carl Ep 117 32:35
In our 117th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it looks like when you're done growing the business. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116 33:09
In our 116th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to feel (or help other advisors feel) more confident talking to clients. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115 31:50
In our 115th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to set pricing in order to run a viable practice. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114 36:19
For many financial advisors, keeping an open line of communication with clients is a key component of building trust, understanding the client’s values, and developing a meaningful plan to help them reach their financial goals. In our 114th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss ways for financial advisors to talk to clients tempted by promises of higher returns from other financial professionals, how they can ensure that all clients stay focused on the goals their financial plans were created to help them achieve, and why it’s so important to remind clients of their actual value. For full show notes, see kitces.com and thesocietyofadvice.com .…
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Kitces and Carl - Real Talk for Real Financial Advisors
While advancing a career in any industry can be challenging, the lack of formal career development programs offered in the workplace for associate advisors can make it particularly difficult for them to gain the experience they need to become lead financial advisors. In our 113th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it means to be a lead advisor, the paths associate advisors can take to advance into a lead advisor role, and how to communicate career growth goals with senior advisors. For full show notes, see kitces.com and thesocietyofadvice.com .…
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Kitces and Carl - Real Talk for Real Financial Advisors
1 When You No Longer Want To Be A Manager And Have To Let An Associate Advisor Go: Kitces & Carl Ep 112 23:03
In our 112th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about what it looks like when you have to let go of an employee. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces & Carl Ep 111 31:53
In our 111th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about when to hire—and why. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Dressing Up For Clients (Do Advisors Really Need To Dress For Success?): Kitces & Carl Ep 110 32:04
In our 110th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about the idea that advisors should dress a certain way for credibility. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109 31:33
In our 109th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about how advisors live their lives—and what clients think about it. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
In our 108th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about marketing yourself by letting people know what you stand for. For full show notes, see kitces.com and thesocietyofadvice.com .
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Kitces and Carl - Real Talk for Real Financial Advisors
In our 107th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss ways for advisors to find new ideas, the process of narrowing down their options and choosing the best ones, and how advisors can vet and test the viability of their ideas before implementing them on a larger scale. For full show notes, see kitces.com and thesocietyofadvice.com .…
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Sharing 'Real' Examples Of Your Work To Show The Value Of Financial Planning: Kitces & Carl Ep 106 26:05
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Kitces and Carl - Real Talk for Real Financial Advisors
1 When A Prospect Doesn't Meet Your Minimums—Navigating The Awkwardness Gracefully: Kitces & Carl Ep 105 28:28
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Balancing Client Responsiveness With The Proactive Sledgehammer of Value: Kitces & Carl Ep 103 37:22
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Is Advisor Technology Really About Making Planning Faster... Or Better?: Kitces & Carl Ep 100 31:25
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Fee Schedule Complexity And Managing The Fear Of Leaving Opportunities On The Table: Kitces & Carl Ep 98 37:38
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Talking Clients Down From Making Politically-Motivated Portfolio Changes: Kitces & Carl Ep 97 33:08
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Handling Politically Charged Clients Who Make It Uncomfortable To Be Their Advisor: Kitces & Carl Ep 96 37:46
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Building Your Advisor Marketing Content By Packaging Your Client Wisdom: Kitces & Carl Ep 95 39:07
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Is Being A Financial Planner A Service Business Or An Intellectual Property Business?: Kitces & Carl Ep 94 31:44
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 73 30:15
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Setting A Personal Growth Goal When You Don't Need More Revenue For Success: Kitces & Carl Ep 67 33:05
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Helping Clients To Stop Maximizing Their Wealth And Set Goals To Enjoy It Instead: Kitces & Carl Ep 66 33:35
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Taking The Leap To Launch When You Don't Have The Capital To Finance It: Kitces & Carl Ep 61 27:23
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Balancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces & Carl Ep 87 37:50
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Finding Your Future Specialization By Interviewing Your Current Clients: Kitces & Carl Ep 79 39:40
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Communicating Hard News To Clients (When You Plan To Relocate The Business): Kitces & Carl Ep 78 29:42
How to communicate with clients—even when it's hard news.
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76 34:11
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75 29:45
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74 28:07
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54 29:20
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53 32:55
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 50 29:45
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Why Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces & Carl Ep 48 26:24
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46 22:10
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 44 31:53
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Avoid Writer's Block With Your Marketing By (Literally) Talking It Through: Kitces & Carl Ep 39 29:23
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Finding Your Focus Amidst The Draw To Do More 'Public Work' In A Mid-Career Crisis: Kitces & Carl Ep 37 27:08
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Favorite Questions To Ask A Prospective Client To Build Trust In The First Meeting: Kitces & Carl Ep 35 26:26
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Are We Making Financial Advice & Portfolios More Complex Than They Need To Be?: Kitces & Carl Ep 34 37:22
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Conveying Rational Overconfidence In Talking To Clients About Coronavirus Fears: Kitces & Carl Ep 30 37:54
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 The Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces & Carl Ep 25 24:21
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Improving Work-Life Balance In 2020 And Giving Yourself Permission To Rest: Kitces & Carl Ep 24 30:43
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Following Through On Your Business Creativity By Saying 'Yes' And Figuring It Out Later: Kitces & Carl Ep 23 24:44
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Do You Have To Build Confidence Before Taking Action, Or Take Action To Build Confidence?: Kitces & Carl Ep 21 31:47
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Is A Fiduciary Requirement Necessary When Acting In Clients' Best Interests Is Good Business Anyway?: Kitces & Carl Ep 20 23:30
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
1 How Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces & Carl Ep 09 38:31
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Kitces and Carl - Real Talk for Real Financial Advisors
1 What Would You Do With Your Time If You COULD Be More Productive As A Financial Advisor?: Kitces & Carl Ep 08 34:33
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Kitces and Carl - Real Talk for Real Financial Advisors
1 Authenticity Vs. Professional Credibility And Admitting Your Own Financial Sins: Kitces & Carl Ep 07 28:25
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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Kitces and Carl - Real Talk for Real Financial Advisors
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مشابه Kitces and Carl - Real Talk for Real Financial Advisors
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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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The Stacking Benjamins Show
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The Stacking Benjamins Show
StackingBenjamins.com | Cumulus Podcast Network
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Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
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Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
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