『Kitces and Carl - Real Talk for Real Financial Advisors』のカバーアート

Kitces and Carl - Real Talk for Real Financial Advisors

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. マネジメント マネジメント・リーダーシップ 個人ファイナンス 経済学
エピソード
  • Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl Ep 179

    Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl Ep 179
    2025/12/11

    In the 179th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the common angst advisors feel about the idea of their associate advisors eventually leaving to build teams of their own.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    33 分
  • Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money: Kitces & Carl Ep 178

    Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money: Kitces & Carl Ep 178
    2025/11/27

    In the 178th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why many retirees struggle to spend the money they spent a lifetime saving—and how advisors can help.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    31 分
  • 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
    2025/11/13

    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.
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    39 分
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