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    Business

    Kitces and Carl – Real Talk for Real Financial Advisors

    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.

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    Latest Episodes:
    Retaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 69 Sep 23, 2021
    Show notes

    Managing Advisor Turnover And The Transferability Of Trust: Kitces & Carl Ep 68 Sep 09, 2021
    Show notes

    Setting A Personal Growth Goal When You Don't Need More Revenue For Success: Kitces & Carl Ep 67 Aug 26, 2021
    Show notes

    Helping Clients To Stop Maximizing Their Wealth And Set Goals To Enjoy It Instead: Kitces & Carl Ep 66 Aug 12, 2021
    Show notes

    Handling Clients Who Bring Their Own 'Hot' Investment Ideas: Kitces & Carl Ep 65 Jul 29, 2021
    Show notes

    Why AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces & Carl Ep 64 Jul 15, 2021
    Show notes

    How To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces & Carl Ep 63 Jul 01, 2021
    Show notes

    Do Vision And Mission Statements Really Matter For Advisory Firms?: Kitces & Carl Ep 62 Jun 17, 2021
    Show notes

    Taking The Leap To Launch When You Don't Have The Capital To Finance It: Kitces & Carl Ep 61 Jun 03, 2021
    Show notes

    The Training That Service Advisors Need To Get To The Next Level: Kitces & Carl Ep 60 May 20, 2021
    Show notes

    Previous 1 12 13 14 15 16 20 Next

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