Obtenez 3 mois à 0,99 $/mois + 20 $ de crédit Audible

OFFRE D'UNE DURÉE LIMITÉE
Page de couverture de Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors

Auteur(s): Michael Kitces MSFS MTAX CFP and Carl Richards CFP
Écouter gratuitement

À propos de cet audio

 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. Développement commercial et entrepreneuriat Entrepreneurship Finances personnelles Gestion et leadership Économie
Épisodes
  • Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177

    Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
    Nov 13 2025

    In the 177th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why learning to say "no" can be game-changing—and how to do it without all the guilt.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Voir plus Voir moins
    39 min
  • Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176

    Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176
    Oct 30 2025

    In the 176th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support clients who need financial guidance but can't afford traditional advisory fees.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Voir plus Voir moins
    35 min
  • Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175

    Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175
    Oct 16 2025

    In the 175th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how sketches can spark more meaningful money conversations.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Voir plus Voir moins
    47 min
Pas encore de commentaire