『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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概要

 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
  • The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors: Kitces & Carl Ep 184

    The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors: Kitces & Carl Ep 184
    2026/02/19

    In the 184th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence has made content marketing simultaneously more accessible and more challenging than ever.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    29 分
  • Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?: Kitces & Carl Ep 183

    Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?: Kitces & Carl Ep 183
    2026/02/05

    In the 183rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss whether it's more effective to give clients clear, step-by-step guidance or empower them to become the heroes of their own stories.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    36 分
  • Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182

    Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182
    2026/01/22

    In the 182nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the happiest time in an advisor's career—and how that may be fueling the industry's succession planning gap.

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