Kitces and Carl - Real Talk for Real Financial Advisors

Auteur(s): Michael Kitces MSFS MTAX CFP and Carl Richards CFP
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  • Résumé

  • 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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Développement commercial et entrepreneuriat Finances personnelles Gestion et leadership Économie
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Épisodes
  • How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161

    How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161
    Apr 3 2025

    In our 161st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they navigate others' opinions on their projects—and the strategies they use to invite feedback in the first place.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    40 min
  • Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160

    Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160
    Mar 20 2025

    In our 160th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to keep clients from panicking—and making poor financial decisions—during market volatility.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    44 min
  • When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159

    When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159
    Mar 6 2025

    In our 159th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when your original fees no longer make financial sense—but you promised to honor them for some clients.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    30 min

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