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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
231231 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 174 episodes available.
Kitces and Carl - Real Talk for Real Financial Advisors episodes:
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 June 03, 2021Taking The Leap To Launch When You Don't Have The Capital To Finance It: Kitces & Carl Ep 61 May 20, 2021The Training That Service Advisors Need To Get To The Next Level: Kitces & Carl Ep 60 May 06, 2021The Time Trap - How Do You Find The Time To Get More Time Efficient?: Kitces & Carl Ep 59 April 22, 2021Getting Mentally Unstuck From Thinking About Clients 'Too Much': Kitces & Carl Ep 58 April 08, 2021Transitioning 'Good' Clients Who Simply Can't Be Served Profitably: Kitces & Carl Ep 57 March 25, 2021The Advisor Fee Debate And Focusing On Value Over Price: Kitces & Carl Ep 56 March 11, 2021Implementing A Waiting List Or Just Referring Clients Out: Kitces & Carl Ep 55
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 174 episodes available.
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