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

Kitces and Carl - Real Talk for Real Financial Advisors

Unisciti a Michael Kitces e Carl Richards per conversazioni sincere su come migliorare le relazioni con i clienti, ottimizzare la tua pratica e trovare un equilibrio tra lavoro e vita privata.

Listen on Apple Podcasts

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

E159 • 30 mins • Mar 6, 2025

Episodi recenti

Mar 6, 2025

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

E159 • 30 mins

Feb 20, 2025

Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158

E158 • 35 mins

Feb 6, 2025

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

E157 • 32 mins

Jan 23, 2025

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

E156 • 30 mins

Jan 9, 2025

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

E155 • 37 mins

Lingua
Inglese
Paese
Stati Uniti
Feed Host
Sito web
Richiedi un aggiornamento
Gli aggiornamenti potrebbero richiedere alcuni minuti.