Kitces and Carl - Real Talk for Real Financial Advisors

著者： Michael Kitces MSFS MTAX CFP and Carl Richards CFP
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  • 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.
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あらすじ・解説

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.
マネジメント 個人ファイナンス 経済学
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エピソード
  • The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154

    The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154
    2024/12/26

    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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    33 分
  • Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153

    Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153
    2024/12/12

    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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    36 分
  • Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152

    Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152
    2024/11/28

    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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    31 分

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