How Do You NOT Grow (And Finding The Constraints To Help Say No): Kitces & Carl Ep 104 Kitces And Carl - Real Talk For Real Financial Advisors podcast

Kitces and Carl - Real Talk for Real Financial Advisors

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MBA Trading Michael Kitces Carl Richards Carl Carlrichards Financial Financialadvisor Financialplanning Kitces Michael Michaelkitces Realfinancialadvisor Personal Finances Lifestyle Business CFP® Advisors Richard

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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

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Step inside the world of The Electric State! Join host Francesca Amiker as she takes you behind the scenes of Anthony and Joe Russo’s epic new Netflix adventure. Over six in-depth episodes, explore how the filmmakers transformed Simon Stålenhag’s stunning graphic novel into a cinematic experience like no other. Exclusive interviews from the cast and crew—including Millie Bobby Brown, Chris Pratt, Stanley Tucci, and the Russo Brothers—will help break down the film’s jaw-dropping visuals, emotional core, groundbreaking technology AND the creative secrets that make The Electric State. Join us in the countdown to The Electric State premiering exclusively on Netflix on March 14th. State Secrets: Inside The Making of The Electric State coming March 7th.

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How Do You NOT Grow (And Finding The Constraints To Help Say No): Kitces & Carl Ep 104

۲ سال پیش 33:40

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MP3•خانه قسمت

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

… continue reading

161 قسمت

#MBA #Trading #Michael Kitces #Carl Richards #Carl #Carlrichards #Financial #Financialadvisor #Financialplanning #Kitces #Michael #Michaelkitces #Realfinancialadvisor #Personal Finances #Lifestyle #Business #CFP® #Advisors #Richard

Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors podcast artwork

How Do You NOT Grow (And Finding The Constraints To Help Say No): Kitces & Carl Ep 104

Kitces and Carl - Real Talk for Real Financial Advisors

75 subscribers

published ۲ سال پیش

اشتراک گذاری

MP3•خانه قسمت

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

… continue reading

161 قسمت

#MBA #Trading #Michael Kitces #Carl Richards #Carl #Carlrichards #Financial #Financialadvisor #Financialplanning #Kitces #Michael #Michaelkitces #Realfinancialadvisor #Personal Finances #Lifestyle #Business #CFP® #Advisors #Richard

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Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors podcast artwork

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How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161 39:38

۲ hours پیش39:38

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دوست داشته شد

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

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Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160 44:27

14 روز پیش44:27

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دوست داشته شد

44:27

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

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When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159 30:25

28 روز پیش30:25

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دوست داشته شد

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

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Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158 34:52

۶ weeks پیش34:52

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دوست داشته شد

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

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Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157 31:31

۸ weeks پیش31:31

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پخش در آینده

دوست داشته شد

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

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How Are You Getting Value Out Of ChatGPT As A Financial Advisor?: Kitces & Carl Ep 156 30:12

10 weeks پیش30:12

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دوست داشته شد

30:12

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

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How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155 37:08

12 weeks پیش37:08

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دوست داشته شد

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

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The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154 32:49

14 weeks پیش32:49

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دوست داشته شد

32:49

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

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Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153 36:12

16 weeks پیش36:12

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دوست داشته شد

36:12

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

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Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152 30:59

18 weeks پیش30:59

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دوست داشته شد

30:59

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

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What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151 35:01

20 weeks پیش35:01

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35:01

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

Kitces and Carl - Real Talk for Real Financial Advisors podcast artwork

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When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150 28:45

22 weeks پیش28:45

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دوست داشته شد

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

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Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149 31:36

24 weeks پیش31:36

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31:36

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

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Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148 34:37

26 weeks پیش34:37

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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

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Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147 33:48

28 weeks پیش33:48

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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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