Kitces and Carl - Real Talk for Real Financial Advisors
190 episodes — Page 3 of 4
Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces & Carl Ep 90
Jul 14, 202236 min
From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89
Jun 30, 202232 min
Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88
Jun 16, 202232 min
Balancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces & Carl Ep 87
Jun 2, 202237 min
Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86
May 19, 202232 min
Building Your (Local) Brand With PR That Actually Works: Kitces & Carl Ep 85
May 5, 202234 min
How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84
Apr 21, 202227 min
When The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83
Apr 7, 202227 min
Balancing The Desire To Serve With The Financial Demands Of Growth: Kitces & Carl Ep 82
Mar 24, 202229 min
Increasing Client Touch Points With Asynchronous Client Meetings: Kitces & Carl Ep 81
Mar 10, 202229 min
How Advisory Firms Evolve Their Specializations Over Time: Kitces & Carl Ep 80
Feb 24, 202227 min
Finding Your Future Specialization By Interviewing Your Current Clients: Kitces & Carl Ep 79
Feb 10, 202239 min
Communicating Hard News To Clients (When You Plan To Relocate The Business): Kitces & Carl Ep 78
How to communicate with clients—even when it's hard news.
Jan 27, 202229 min
Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77
Jan 13, 202229 min
Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76
Dec 30, 202134 min
Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75
Dec 16, 202129 min
Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74
Dec 2, 202128 min
Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 73
Nov 18, 202130 min
Do You Want A Lifestyle Practice Or Fear Building A Bigger One?: Kitces & Carl Ep 72
Nov 4, 202127 min
When You Want To Delegate But Don't Want To Manage: Kitces & Carl Ep 71
Oct 21, 202131 min
The Paralyzing Fear Of Being Wrong (In Our Planning Projections): Kitces & Carl Ep 70
Oct 7, 202135 min
Retaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 69
Sep 23, 202128 min
Managing Advisor Turnover And The Transferability Of Trust: Kitces & Carl Ep 68
Sep 9, 202126 min
Setting A Personal Growth Goal When You Don't Need More Revenue For Success: Kitces & Carl Ep 67
Aug 26, 202133 min
Helping Clients To Stop Maximizing Their Wealth And Set Goals To Enjoy It Instead: Kitces & Carl Ep 66
Aug 12, 202133 min
Handling Clients Who Bring Their Own 'Hot' Investment Ideas: Kitces & Carl Ep 65
Jul 29, 202135 min
Why AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces & Carl Ep 64
Jul 15, 202132 min
How To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces & Carl Ep 63
Jul 1, 202136 min
Do Vision And Mission Statements Really Matter For Advisory Firms?: Kitces & Carl Ep 62
Jun 17, 202124 min
Taking The Leap To Launch When You Don't Have The Capital To Finance It: Kitces & Carl Ep 61
Jun 3, 202127 min
The Training That Service Advisors Need To Get To The Next Level: Kitces & Carl Ep 60
May 20, 202128 min
The Time Trap - How Do You Find The Time To Get More Time Efficient?: Kitces & Carl Ep 59
May 6, 202129 min
Getting Mentally Unstuck From Thinking About Clients 'Too Much': Kitces & Carl Ep 58
Apr 22, 202118 min
Transitioning 'Good' Clients Who Simply Can't Be Served Profitably: Kitces & Carl Ep 57
Apr 8, 202128 min
The Advisor Fee Debate And Focusing On Value Over Price: Kitces & Carl Ep 56
Mar 25, 202131 min
Implementing A Waiting List Or Just Referring Clients Out: Kitces & Carl Ep 55
Mar 11, 202132 min
Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54
Feb 25, 202129 min
Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53
Feb 11, 202132 min
Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 52
Jan 28, 202122 min
Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 51
Jan 14, 202134 min
Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 50
Dec 31, 202029 min
Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 49
Dec 17, 202037 min
Why Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces & Carl Ep 48
Dec 3, 202026 min
Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47
Nov 19, 202026 min
Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46
Nov 5, 202022 min
Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45
Oct 22, 202031 min
Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 44
Oct 8, 202031 min
Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 43
Sep 24, 202041 min
Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42
Sep 10, 202028 min
Helping Older Clients Stuck In Cash On The Sidelines: Kitces & Carl Ep 41
Aug 27, 202034 min