『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
  • Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167

    Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167
    2025/06/26

    In our 167th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the complex emotions money can stir up—and how a client’s level of wealth can shape an advisor’s happiness in their own life.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    37 分
  • Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166

    Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166
    2025/06/12

    In our 166th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to help clients unlearn unhelpful lessons and shift from relying on luck-based decisions to making strategic, informed choices.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    36 分
  • Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165

    Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165
    2025/05/29

    In our 165th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore strategies for breaking down complex ideas into clear, simple explanations that clients can easily grasp.

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

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