))
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.
Advisor Elevation is a podcast that was created for top-tier financial professionals that are committed to refining their businesses. Hosted by coach, blogger, marketer and consultant Matt Eilers, this podcast dives deep into the many facets of running a successful financial practice. Episodes provide insight, ideas, conversations and featured interviews with successful advisors and thought leaders. No topic is off limits. Conversations range from practice management to referral generation, ...
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Kitces and Carl - Real Talk for Real Financial Advisors
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Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54
29:20
29:20
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Kitces and Carl - Real Talk for Real Financial Advisors
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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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Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 52
22:37
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Kitces and Carl - Real Talk for Real Financial Advisors
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Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 51
34:42
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Kitces and Carl - Real Talk for Real Financial Advisors
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Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 50
29:45
29:45
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Kitces and Carl - Real Talk for Real Financial Advisors
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Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 49
37:23
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Kitces and Carl - Real Talk for Real Financial Advisors
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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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Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47
26:30
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Kitces and Carl - Real Talk for Real Financial Advisors
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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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Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45
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Kitces and Carl - Real Talk for Real Financial Advisors
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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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Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 43
41:24
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Kitces and Carl - Real Talk for Real Financial Advisors
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Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42
28:29
28:29
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Kitces and Carl - Real Talk for Real Financial Advisors
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Helping Older Clients Stuck In Cash On The Sidelines: Kitces & Carl Ep 41
34:33
34:33
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Kitces and Carl - Real Talk for Real Financial Advisors
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How To Turn Your Advisor Marketing Content Into A(n Entire) Book: Kitces & Carl Ep 40
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Kitces and Carl - Real Talk for Real Financial Advisors
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Avoid Writer's Block With Your Marketing By (Literally) Talking It Through: Kitces & Carl Ep 39
29:23
29:23
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Kitces and Carl - Real Talk for Real Financial Advisors
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How Do You Figure Out What You're Going To Create Content About?: Kitces & Carl Ep 38
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Kitces and Carl - Real Talk for Real Financial Advisors
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Finding Your Focus Amidst The Draw To Do More 'Public Work' In A Mid-Career Crisis: Kitces & Carl Ep 37
27:08
27:08
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Kitces and Carl - Real Talk for Real Financial Advisors
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How Do You Protect Your Own Confidence As A Financial Advisor?: Kitces & Carl Ep 36
34:48
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Kitces and Carl - Real Talk for Real Financial Advisors
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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
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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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Triaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 33
33:13
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Kitces and Carl - Real Talk for Real Financial Advisors
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Communicating Triggers And Breaking The News The Plan Has To Change: Kitces & Carl Ep 32
35:41
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Kitces and Carl - Real Talk for Real Financial Advisors
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Maintaining Personal Advisor Wellness In Times Of Market Stress: Kitces & Carl Episode 31
27:17
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Kitces and Carl - Real Talk for Real Financial Advisors
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Conveying Rational Overconfidence In Talking To Clients About Coronavirus Fears: Kitces & Carl Ep 30
37:54
37:54
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Kitces and Carl - Real Talk for Real Financial Advisors
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The Epidemic of Spending at Unsustainable Rates: Kitces & Carl Ep 29
30:43
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Advisor Elevation
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Ep 10: Why Experience Matters with Dennis Moseley-Williams
1:14:11
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By Matt Eilers
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Kitces and Carl - Real Talk for Real Financial Advisors
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Email Productivity Hacks And Getting More Done In Your Day: Kitces & Carl Ep 28
27:56
27:56
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Kitces and Carl - Real Talk for Real Financial Advisors
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Handling The 'Required Minimum' Conversation Without Being Awkward: Kitces & Carl Ep 27
30:17
30:17
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Kitces and Carl - Real Talk for Real Financial Advisors
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Talking Clients Out Of The Bunker Portfolio: Kitces & Carl Ep 26
41:26
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Kitces and Carl - Real Talk for Real Financial Advisors
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The Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces & Carl Ep 25
24:21
24:21
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Kitces and Carl - Real Talk for Real Financial Advisors
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Improving Work-Life Balance In 2020 And Giving Yourself Permission To Rest: Kitces & Carl Ep 24
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Kitces and Carl - Real Talk for Real Financial Advisors
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Following Through On Your Business Creativity By Saying 'Yes' And Figuring It Out Later: Kitces & Carl Ep 23
24:44
24:44
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Kitces and Carl - Real Talk for Real Financial Advisors
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Simplifying Your Life By Building Habits And Kitces Travel Tips: Kitces & Carl Ep 22
21:18
21:18
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Kitces and Carl - Real Talk for Real Financial Advisors
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Do You Have To Build Confidence Before Taking Action, Or Take Action To Build Confidence?: Kitces & Carl Ep 21
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Kitces and Carl - Real Talk for Real Financial Advisors
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Is A Fiduciary Requirement Necessary When Acting In Clients' Best Interests Is Good Business Anyway?: Kitces & Carl Ep 20
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23:30
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Kitces and Carl - Real Talk for Real Financial Advisors
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Is Any Financial Advisor Business Model Truly Conflict Free?: Kitces & Carl Ep 19
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Advisor Elevation
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Ep 09: From Football to Financial Planning; Lessons Learned and Stories Along the Journey with Matt Dodge
1:41:45
1:41:45
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In this episode of Advisor Elevation, we take a trip down memory lane with former NFL Punter, Matt Dodge. Matt takes us through his start in football, shares stories from draft day and even his rookie hazing, and tells us about his involvement in one of the most infamous plays in NFL history. Matt shares how he made the transition to financial plan…
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Kitces and Carl - Real Talk for Real Financial Advisors
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Talking Clients Off The Ledge From 'Scary' Markets: Kitces & Carl Ep 18
35:37
35:37
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Kitces and Carl - Real Talk for Real Financial Advisors
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Responding With Empathy When Clients Call About “Scary” Markets: Kitces & Carl Ep 17
27:51
27:51
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Kitces and Carl - Real Talk for Real Financial Advisors
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Helping Clients Understand What It Really Means To Retire: Kitces & Carl Ep 16
27:44
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Kitces and Carl - Real Talk for Real Financial Advisors
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Why Are We So Afraid To Just Listen: Kitces & Carl Ep 15
24:31
24:31
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Kitces and Carl - Real Talk for Real Financial Advisors
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Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14
46:02
46:02
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Kitces and Carl - Real Talk for Real Financial Advisors
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The Better Way To Send Market (And Other) Commentary Emails To Clients: Kitces & Carl Ep 13
34:04
34:04
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Kitces and Carl - Real Talk for Real Financial Advisors
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Communicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 12
31:49
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Kitces and Carl - Real Talk for Real Financial Advisors
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What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11
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Kitces and Carl - Real Talk for Real Financial Advisors
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Transitioning Long-Standing Clients To Create Room To Grow: Kitces & Carl Ep 10
36:35
36:35
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Kitces and Carl - Real Talk for Real Financial Advisors
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How Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces & Carl Ep 09
38:31
38:31
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Kitces and Carl - Real Talk for Real Financial Advisors
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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
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Kitces and Carl - Real Talk for Real Financial Advisors
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Authenticity Vs. Professional Credibility And Admitting Your Own Financial Sins: Kitces & Carl Ep 07
28:25
28:25
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