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Kitces and Carl - Real Talk for Real Financial Advisors
By Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
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 spreadshe... more
4.7
215215 ratings
FAQs about Kitces and Carl - Real Talk for Real Financial Advisors:
How many episodes does Kitces and Carl - Real Talk for Real Financial Advisors have?
The podcast currently has 161 episodes available.
Kitces and Carl - Real Talk for Real Financial Advisors episodes:
October 21, 2021When You Want To Delegate But Don't Want To Manage: Kitces & Carl Ep 71 
October 07, 2021The Paralyzing Fear Of Being Wrong (In Our Planning Projections): Kitces & Carl Ep 70 September 23, 2021Retaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 69 September 09, 2021Managing Advisor Turnover And The Transferability Of Trust: Kitces & Carl Ep 68 August 26, 2021Setting A Personal Growth Goal When You Don't Need More Revenue For Success: Kitces & Carl Ep 67 August 12, 2021Helping Clients To Stop Maximizing Their Wealth And Set Goals To Enjoy It Instead: Kitces & Carl Ep 66 July 29, 2021Handling Clients Who Bring Their Own 'Hot' Investment Ideas: Kitces & Carl Ep 65 July 15, 2021Why AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces & Carl Ep 64 July 01, 2021How To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces & Carl Ep 63 June 17, 2021Do Vision And Mission Statements Really Matter For Advisory Firms?: Kitces & Carl Ep 62
FAQs about Kitces and Carl - Real Talk for Real Financial Advisors:
How many episodes does Kitces and Carl - Real Talk for Real Financial Advisors have?
The podcast currently has 161 episodes available.
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