Couverture de Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors

De : Michael Kitces MSFS MTAX CFP and Carl Richards CFP
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Offres de saison | 0,99 € par mois pendant les 3 premiers mois

5,99 €/mois par la suite. Des conditions s’appliquent. Annulation mensuelle possible.
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. Economie Finances privées Management Management et direction
Épisodes
  • Value-Based Pricing for Financial Planning And Charging As Much As The Market Will Bear: Kitces & Carl Ep 202

    Value-Based Pricing for Financial Planning And Charging As Much As The Market Will Bear: Kitces & Carl Ep 202
    Oct 29 2026

    In this 202nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss clients who are willing to pay over the advisor's standard pay grade… and what that could mean for the value of the advisor's advice.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    31 min
  • When Keeping Your Options Open Is Riskier Than Making A Commitment: Kitces & Carl Ep 201

    When Keeping Your Options Open Is Riskier Than Making A Commitment: Kitces & Carl Ep 201
    Oct 15 2026

    In the 201st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how making certain decisions (that close the door on other options) reveals true priorities.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    40 min
  • Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200

    Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200
    Oct 1 2026

    In the 200th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the value of financial planning and their current approach to communicating that value to clients.

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