))
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.
K
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
29:20
Play later
Play later
Lists
Like
Liked
29:20
K
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
32:55
Play later
Play later
Lists
Like
Liked
32:55
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 52
22:37
22:37
Play later
Play later
Lists
Like
Liked
22:37
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 51
34:42
34:42
Play later
Play later
Lists
Like
Liked
34:42
K
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
29:45
Play later
Play later
Lists
Like
Liked
29:45
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 49
37:23
37:23
Play later
Play later
Lists
Like
Liked
37:23
K
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
26:24
Play later
Play later
Lists
Like
Liked
26:24
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47
26:30
26:30
Play later
Play later
Lists
Like
Liked
26:30
K
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
22:10
Play later
Play later
Lists
Like
Liked
22:10
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45
31:55
31:55
Play later
Play later
Lists
Like
Liked
31:55
K
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
31:53
Play later
Play later
Lists
Like
Liked
31:53
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 43
41:24
41:24
Play later
Play later
Lists
Like
Liked
41:24
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42
28:29
28:29
Play later
Play later
Lists
Like
Liked
28:29
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Helping Older Clients Stuck In Cash On The Sidelines: Kitces & Carl Ep 41
34:33
34:33
Play later
Play later
Lists
Like
Liked
34:33
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
How To Turn Your Advisor Marketing Content Into A(n Entire) Book: Kitces & Carl Ep 40
32:12
32:12
Play later
Play later
Lists
Like
Liked
32:12
K
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
29:23
Play later
Play later
Lists
Like
Liked
29:23
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
How Do You Figure Out What You're Going To Create Content About?: Kitces & Carl Ep 38
33:53
33:53
Play later
Play later
Lists
Like
Liked
33:53
K
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
27:08
Play later
Play later
Lists
Like
Liked
27:08
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
How Do You Protect Your Own Confidence As A Financial Advisor?: Kitces & Carl Ep 36
34:48
34:48
Play later
Play later
Lists
Like
Liked
34:48
K
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
26:26
Play later
Play later
Lists
Like
Liked
26:26
K
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
37:22
Play later
Play later
Lists
Like
Liked
37:22
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Triaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 33
33:13
33:13
Play later
Play later
Lists
Like
Liked
33:13
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Communicating Triggers And Breaking The News The Plan Has To Change: Kitces & Carl Ep 32
35:41
35:41
Play later
Play later
Lists
Like
Liked
35:41
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Maintaining Personal Advisor Wellness In Times Of Market Stress: Kitces & Carl Episode 31
27:17
27:17
Play later
Play later
Lists
Like
Liked
27:17
K
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
37:54
Play later
Play later
Lists
Like
Liked
37:54
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
The Epidemic of Spending at Unsustainable Rates: Kitces & Carl Ep 29
30:43
30:43
Play later
Play later
Lists
Like
Liked
30:43
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Email Productivity Hacks And Getting More Done In Your Day: Kitces & Carl Ep 28
27:56
27:56
Play later
Play later
Lists
Like
Liked
27:56
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Handling The 'Required Minimum' Conversation Without Being Awkward: Kitces & Carl Ep 27
30:17
30:17
Play later
Play later
Lists
Like
Liked
30:17
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Talking Clients Out Of The Bunker Portfolio: Kitces & Carl Ep 26
41:26
41:26
Play later
Play later
Lists
Like
Liked
41:26
K
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
24:21
Play later
Play later
Lists
Like
Liked
24:21
K
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
30:43
Play later
Play later
Lists
Like
Liked
30:43
K
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
24:44
Play later
Play later
Lists
Like
Liked
24:44
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Simplifying Your Life By Building Habits And Kitces Travel Tips: Kitces & Carl Ep 22
21:18
21:18
Play later
Play later
Lists
Like
Liked
21:18
K
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
31:47
Play later
Play later
Lists
Like
Liked
31:47
K
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
23:30
Play later
Play later
Lists
Like
Liked
23:30
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Is Any Financial Advisor Business Model Truly Conflict Free?: Kitces & Carl Ep 19
39:21
39:21
Play later
Play later
Lists
Like
Liked
39:21
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Talking Clients Off The Ledge From 'Scary' Markets: Kitces & Carl Ep 18
35:37
35:37
Play later
Play later
Lists
Like
Liked
35:37
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Responding With Empathy When Clients Call About “Scary” Markets: Kitces & Carl Ep 17
27:51
27:51
Play later
Play later
Lists
Like
Liked
27:51
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Helping Clients Understand What It Really Means To Retire: Kitces & Carl Ep 16
27:44
27:44
Play later
Play later
Lists
Like
Liked
27:44
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Why Are We So Afraid To Just Listen: Kitces & Carl Ep 15
24:31
24:31
Play later
Play later
Lists
Like
Liked
24:31
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14
46:02
46:02
Play later
Play later
Lists
Like
Liked
46:02
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
The Better Way To Send Market (And Other) Commentary Emails To Clients: Kitces & Carl Ep 13
34:04
34:04
Play later
Play later
Lists
Like
Liked
34:04
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Communicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 12
31:49
31:49
Play later
Play later
Lists
Like
Liked
31:49
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11
29:47
29:47
Play later
Play later
Lists
Like
Liked
29:47
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Transitioning Long-Standing Clients To Create Room To Grow: Kitces & Carl Ep 10
36:35
36:35
Play later
Play later
Lists
Like
Liked
36:35
K
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
38:31
Play later
Play later
Lists
Like
Liked
38:31
K
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
34:33
Play later
Play later
Lists
Like
Liked
34:33
K
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
28:25
Play later
Play later
Lists
Like
Liked
28:25
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Building Resiliency For The Stress Of Being A Financial Advisor: Kitces & Carl Ep 06
26:44
26:44
Play later
Play later
Lists
Like
Liked
26:44
K
Kitces and Carl - Real Talk for Real Financial Advisors
1
Do Clients Really Value Getting Help Managing Their Behavior Gap?: Kitces & Carl Ep 05
29:49
29:49
Play later
Play later
Lists
Like
Liked
29:49
