Kitces and Carl - Real Talk for Real Financial Advisors kapak görseli

Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors

Yazan: Michael Kitces MSFS MTAX CFP and Carl Richards CFP
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Özet
 A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle. Economics Management Management & Leadership Personal Finance
Bölümler
  • Value-Based Pricing for Financial Planning And Charging As Much As The Market Will Bear: Kitces & Carl Ep 202

    Value-Based Pricing for Financial Planning And Charging As Much As The Market Will Bear: Kitces & Carl Ep 202
    29 Oct 2026

    In this 202nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss clients who are willing to pay over the advisor's standard pay grade… and what that could mean for the value of the advisor's advice.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Daha fazlasını göster Daha Az Göster
    32 dk.
  • When Keeping Your Options Open Is Riskier Than Making A Commitment: Kitces & Carl Ep 201

    When Keeping Your Options Open Is Riskier Than Making A Commitment: Kitces & Carl Ep 201
    15 Oct 2026

    In the 201st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how making certain decisions (that close the door on other options) reveals true priorities.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Daha fazlasını göster Daha Az Göster
    40 dk.
  • Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200

    Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200
    1 Oct 2026

    In the 200th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the value of financial planning and their current approach to communicating that value to clients.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Daha fazlasını göster Daha Az Göster
    37 dk.
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