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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
226226 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 167 episodes available.
Kitces and Carl - Real Talk for Real Financial Advisors episodes:
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 February 25, 2021Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54 February 11, 2021Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53 January 28, 2021Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 52 January 14, 2021Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 51 December 31, 2020Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 50 December 17, 2020Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 49 December 03, 2020Why Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces & Carl Ep 48
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 167 episodes available.
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