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
  • Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166

    Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166
    Jun 12 2025

    In our 166th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to help clients unlearn unhelpful lessons and shift from relying on luck-based decisions to making strategic, informed choices.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Voir plus Voir moins
    36 min
  • Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165

    Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165
    May 29 2025

    In our 165th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore strategies for breaking down complex ideas into clear, simple explanations that clients can easily grasp.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Voir plus Voir moins
    36 min
  • Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?: Kitces & Carl Ep 164

    Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?: Kitces & Carl Ep 164
    May 15 2025

    In our 164th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between technical accuracy and clear, client-friendly communication.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Voir plus Voir moins
    31 min

Ce que les auditeurs disent de Kitces and Carl - Real Talk for Real Financial Advisors

Moyenne des évaluations de clients

Évaluations – Cliquez sur les onglets pour changer la source des évaluations.

Évaluations sur Audible.ca

Évaluations sur Amazon.ca
Il n'y a pas encore de critiques pour ce titre.