Kitces and Carl - Real Talk for Real Financial Advisors

Latest Episodes:

How To Price Your Financial Planning Services: Kitces & Carl Ep 02 Jun 24, 2019

Show notes

In our second episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of establishing a price for your financial planning services, why many advisors feel such anxiety over setting (and sticking to) their pricing model, the ways in which advisors can communicate their value to prospects and clients to justify their price, and why, many times, problems around pricing are really the result of our own inward confidence problems.

Thinking About The Value Of Financial Planning: Kitces & Carl Ep 01 Jun 19, 2019

Show notes

Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss industry topics from their own unique perspectives. And in this inaugural episode, Michael and Carl talk about the Value of Financial Advice, efforts to quantify that value, and why we may need to move past the asset-based model in order to define and communicate the real value of financial planning to our clients and the public in general.