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

Kitces and Carl - Real Talk for Real Financial Advisors

Únete a Michael Kitces y Carl Richards para charlas honestas sobre cómo mejorar las interacciones con clientes y optimizar tu práctica, logrando un mejor equilibrio laboral y personal.

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Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168

E168 • 36 mins • Jul 10, 2025

Episodios recientes

Jul 10, 2025

Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168

E168 • 36 mins

Jun 26, 2025

Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167

E167 • 37 mins

Jun 12, 2025

Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166

E166 • 36 mins

May 29, 2025

Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165

E165 • 36 mins

May 15, 2025

Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?: Kitces & Carl Ep 164

E164 • 31 mins

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