Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145
Kitces and Carl - Real Talk for Real Financial Advisors
Release Date: 08/22/2024
Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility? Kitces & Carl Ep 164
Kitces and Carl - Real Talk for Real Financial Advisors
In our 164th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between technical accuracy and clear, client-friendly communication. For full show notes, see and .
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Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163
Kitces and Carl - Real Talk for Real Financial Advisors
In our 163rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients not only ignore advice but actively push back against it. For full show notes, see and .
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Avoiding Staff Management Duties You Don't Want By Paying A Virtual Assistant For Only What You Need: Kitces & Carl Ep 162
Kitces and Carl - Real Talk for Real Financial Advisors
In our 162nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a virtual assistant can support management responsibilities—and how to identify what tasks are worth delegating in the first place. For full show notes, see and .
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How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161
Kitces and Carl - Real Talk for Real Financial Advisors
In our 161st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they navigate others' opinions on their projects—and the strategies they use to invite feedback in the first place. For full show notes, see and .
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Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160
Kitces and Carl - Real Talk for Real Financial Advisors
In our 160th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to keep clients from panicking—and making poor financial decisions—during market volatility. For full show notes, see and .
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When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159
Kitces and Carl - Real Talk for Real Financial Advisors
In our 159th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when your original fees no longer make financial sense—but you promised to honor them for some clients. For full show notes, see and .
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Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158
Kitces and Carl - Real Talk for Real Financial Advisors
In our 158th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the reasoning behind not allowing clients—even excited ones—to sign up the day of their first meeting. For full show notes, see and .
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Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157
Kitces and Carl - Real Talk for Real Financial Advisors
In our 157th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss tactics for reducing the worry that can arise for people when meeting with a financial advisor for the first time. For full show notes, see and .
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How Are You Getting Value Out Of ChatGPT As A Financial Advisor?: Kitces & Carl Ep 156
Kitces and Carl - Real Talk for Real Financial Advisors
In our 156th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they're using ChatGPT in their own work and share their thoughts on the future of AI in financial advising. For full show notes, see and .
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How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155
Kitces and Carl - Real Talk for Real Financial Advisors
In our 155th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a common pitfall among advisors, and what you should consider to make sure you're actually adding value—not just wasting time. For full show notes, see and .
info_outlineIn our 145th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can communicate their planning style in their marketing before investing time in client meetings that may or may not lead to long-term engagement.
For full show notes, see kitces.com and thesocietyofadvice.com.