『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
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  • Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195

    Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195
    2026/07/23

    In the 195th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between proactive and reactive client communication.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    35 分
  • Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl Ep 194

    Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl Ep 194
    2026/07/09

    In the 194th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the ongoing debate surrounding fear-based marketing tactics.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    39 分
  • When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl Ep 193

    When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl Ep 193
    2026/06/25

    In the 193rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the challenge of motivating clients to take difficult but necessary action toward their goals.

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