Kitces and Carl - Real Talk for Real Financial Advisors

The Better Way To Send Market (And Other) Commentary Emails To Clients: Kitces & Carl Ep 13


Listen Later

So, in our (lucky) 13th episode, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss why it's important to send regular commentary, provide a specific example of an easy and effective way to let clients know that you are thinking about them and their challenges, and why it matters so much that it ultimately comes from you (versus any number of white-labeled, off-the-shelf offerings).

...more
View all episodesView all episodes
Download on the App Store

Kitces and Carl - Real Talk for Real Financial AdvisorsBy Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

233 ratings


More shows like Kitces and Carl - Real Talk for Real Financial Advisors

View all
Behind The Advisor by XYPN

Behind The Advisor

138 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

194 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

282 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

677 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,023 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

463 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,116 Listeners

The Long View by Morningstar

The Long View

921 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

115 Listeners

Ask The Compound by The Compound

Ask The Compound

324 Listeners

Retirement Tax Services Podcast by Steven Jarvis

Retirement Tax Services Podcast

129 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

135 Listeners

Facts vs Feelings with Ryan Detrick & Sonu Varghese by Carson Investment Research

Facts vs Feelings with Ryan Detrick & Sonu Varghese

48 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

994 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

150 Listeners