Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134 Kitces And Carl - Real Talk For Real Financial Advisors podcast

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Контент предоставлен Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Michael Kitces, MSFS, MTAX, CFP, and Carl Richards или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

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State Secrets: Inside The Making Of The Electric State

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Family Secrets: Chris Pratt & Millie Bobby Brown Share Stories From Set 22:08

28 дней назад22:08

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Host Francesca Amiker sits down with directors Joe and Anthony Russo, producer Angela Russo-Otstot, stars Millie Bobby Brown and Chris Pratt, and more to uncover how family was the key to building the emotional core of The Electric State . From the Russos’ own experiences growing up in a large Italian family to the film’s central relationship between Michelle and her robot brother Kid Cosmo, family relationships both on and off of the set were the key to bringing The Electric State to life. Listen to more from Netflix Podcasts . State Secrets: Inside the Making of The Electric State is produced by Netflix and Treefort Media.…

Kitces and Carl - Real Talk for Real Financial Advisors « »
Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134

год назад 26:16

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MP3•Главная эпизода

Контент предоставлен Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Michael Kitces, MSFS, MTAX, CFP, and Carl Richards или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it.

For full show notes, see kitces.com and thesocietyofadvice.com.

… continue reading

161 эпизодов

#MBA #Trading #Michael Kitces #Carl Richards #Carl #Carlrichards #Financial #Financialadvisor #Financialplanning #Kitces #Michael #Michaelkitces #Realfinancialadvisor #Personal Finances #Lifestyle #Business #CFP® #Advisors #Richard

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Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134

Kitces and Carl - Real Talk for Real Financial Advisors

75 subscribers

published год назад

Поделиться

MP3•Главная эпизода

Контент предоставлен Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Michael Kitces, MSFS, MTAX, CFP, and Carl Richards или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it.

For full show notes, see kitces.com and thesocietyofadvice.com.

… continue reading

161 эпизодов

#MBA #Trading #Michael Kitces #Carl Richards #Carl #Carlrichards #Financial #Financialadvisor #Financialplanning #Kitces #Michael #Michaelkitces #Realfinancialadvisor #Personal Finances #Lifestyle #Business #CFP® #Advisors #Richard

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Kitces and Carl - Real Talk for Real Financial Advisors

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How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161 39:38

8 дней назад39:38

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39:38

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 kitces.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

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Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160 44:27

22 дня назад44:27

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44:27

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 kitces.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

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When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159 30:25

5 weeks назад30:25

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30:25

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 kitces.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

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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 34:52

7 weeks назад34:52

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34:52

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 kitces.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

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Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157 31:31

9 weeks назад31:31

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31:31

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 kitces.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

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How Are You Getting Value Out Of ChatGPT As A Financial Advisor?: Kitces & Carl Ep 156 30:12

11 weeks назад30:12

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30:12

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 kitces.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

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How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155 37:08

13 weeks назад37:08

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37:08

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 kitces.com and thesocietyofadvice.com .…

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The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154 32:49

15 weeks назад32:49

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32:49

In our 154th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss technology and AI's role in the future of financial advice. For full show notes, see kitces.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

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Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153 36:12

17 weeks назад36:12

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36:12

In our 153rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when legacy clients start to hurt profitability down the line. For full show notes, see kitces.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

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Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152 30:59

19 weeks назад30:59

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30:59

In our 152nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss surprising data from recent research on the different ways advisors charge fees. For full show notes, see kitces.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

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What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151 35:01

21 weeks назад35:01

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35:01

In our 151st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what often stands in the way of delegating tasks—and what you can do to avoid common sticking points. For full show notes, see kitces.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

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When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150 28:45

23 weeks назад28:45

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28:45

In our 150th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the scarcity mentality many new advisors experience when just starting out can negatively affect their career down the road—and how to avoid this common trap. For full show notes, see kitces.com and thesocietyofadvice.com .…

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Kitces and Carl - Real Talk for Real Financial Advisors

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Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149 31:36

25 weeks назад31:36

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31:36

In our 149th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss why having friends in the trenches with you as you launch your own firm might be more valuable than having a business partner. For full show notes, see kitces.com and thesocietyofadvice.com .…

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Kitces and Carl - Real Talk for Real Financial Advisors

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Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148 34:37

27 weeks назад34:37

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34:37

In our 148th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the mindset shift that can help when you're scared to take the next step toward your goals. For full show notes, see kitces.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

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Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147 33:48

29 weeks назад33:48

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33:48

In our 147th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to prepare for the next market downturn. For full show notes, see kitces.com and thesocietyofadvice.com .

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