『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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  • When Keeping Your Options Open Is Riskier Than Making A Commitment: Kitces & Carl Ep 201

    When Keeping Your Options Open Is Riskier Than Making A Commitment: Kitces & Carl Ep 201
    2026/10/15

    In the 201st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how making certain decisions (that close the door on other options) reveals true priorities.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    40 分
  • Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200

    Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200
    2026/10/01

    In the 200th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the value of financial planning and their current approach to communicating that value to clients.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    36 分
  • Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199

    Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199
    2026/09/17

    In the 199th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to approach telling a client that their past financial moves were suboptimal.

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