Replaio Brasil Beta
pt-BR
English Polski Deutsch Español Français Português (Brasil) Mais idiomas

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

Business EN ↓ 194 episódios

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.

Não deixe de visitar o site do podcast e apoiar quem o produz: www.kitces.com

Autor

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Categoria

Business

Site do podcast

www.kitces.com

Último episódio

9 de jul de 2026

Onde ouvir?

Podcasts no app Replaio Radio Em breve

Os podcasts estão chegando ao app. Instale agora e seja o primeiro a descobrir um jeito totalmente novo de curtir podcasts

Baixe no Google Play Instale grátis Android 5 mi+ downloads · nota 4,8 iOS em breve

Episódios

Retaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 69 23.09.2021
Managing Advisor Turnover And The Transferability Of Trust: Kitces & Carl Ep 68 09.09.2021
Setting A Personal Growth Goal When You Don't Need More Revenue For Success: Kitces & Carl Ep 67 26.08.2021
Helping Clients To Stop Maximizing Their Wealth And Set Goals To Enjoy It Instead: Kitces & Carl Ep 66 12.08.2021
Handling Clients Who Bring Their Own 'Hot' Investment Ideas: Kitces & Carl Ep 65 29.07.2021
Why AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces & Carl Ep 64 15.07.2021
How To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces & Carl Ep 63 01.07.2021
Do Vision And Mission Statements Really Matter For Advisory Firms?: Kitces & Carl Ep 62 17.06.2021
Taking The Leap To Launch When You Don't Have The Capital To Finance It: Kitces & Carl Ep 61 03.06.2021
The Training That Service Advisors Need To Get To The Next Level: Kitces & Carl Ep 60 20.05.2021
The Time Trap - How Do You Find The Time To Get More Time Efficient?: Kitces & Carl Ep 59 06.05.2021
Getting Mentally Unstuck From Thinking About Clients 'Too Much': Kitces & Carl Ep 58 22.04.2021
Transitioning 'Good' Clients Who Simply Can't Be Served Profitably: Kitces & Carl Ep 57 08.04.2021
The Advisor Fee Debate And Focusing On Value Over Price: Kitces & Carl Ep 56 25.03.2021
Implementing A Waiting List Or Just Referring Clients Out: Kitces & Carl Ep 55 11.03.2021
Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54 25.02.2021
Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53 11.02.2021
Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 52 28.01.2021
Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 51 14.01.2021
Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 50 31.12.2020
Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 49 17.12.2020
Why Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces & Carl Ep 48 03.12.2020
Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47 19.11.2020
Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46 05.11.2020
Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45 22.10.2020

Podcasts parecidos

Digital Islamic Reminder Digital Islamic Reminder Business · EN · 9997 episódios Schwab Network Schwab Network Business · EN · 9920 episódios One Rental At A Time Michael Zuber Business · EN · 7464 episódios Rob Black Show Rob Black & Your Money Business · EN · 6198 episódios Your Way Home with Hongbin Jeong MONEY FM 89.3 Business · EN · 5855 episódios FEAR & GREED | Business News Fear and Greed Business · EN · 5396 episódios The Ramsey Show - App Ramsey Network Business · EN · 5000 episódios Mining Stock Daily Trevor Hall Business · EN · 4368 episódios

Ouça o podcast Kitces and Carl - Real Talk for Real Financial Advisors no Replaio

Rádio e podcasts em um só app - grátis e sem cadastro. Instale hoje e não perca o lançamento

Baixe no Google Play

O Replaio não é o publicador dos podcasts; os nomes dos programas, as capas e o áudio pertencem aos seus autores e são distribuídos por feeds RSS públicos