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
  • When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150

    When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150
    2024/10/31

    In our 150th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the scarcity mentality many new advisors experience when just starting out can negatively affect their career down the road—and how to avoid this common trap.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    29 分
  • Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149

    Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149
    2024/10/17

    In our 149th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss why having friends in the trenches with you as you launch your own firm might be more valuable than having a business partner.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    32 分
  • Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148

    Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148
    2024/10/03

    In our 148th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the mindset shift that can help when you're scared to take the next step toward your goals.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    35 分

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