From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89

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.

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Management

In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you consistently do—and would love to stop doing. For full show notes, see kitces.com and thesocietyofadvice.com.

Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138

In our 137th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when it's time to start saying no. For full show notes, see kitces.com and thesocietyofadvice.com.

When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137

In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more advisors approach the age of retirement. For full show notes, see kitces.com and thesocietyofadvice.com.

Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136

In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be expected to create career opportunities for up-and-coming advisors. For full show notes, see kitces.com and thesocietyofadvice.com.

Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135

In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it. For full show notes, see kitces.com and thesocietyofadvice.com.

From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89

Download our free app to listen on your phone