Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Kitces and Carl - Real Talk for Real Financial Advisors
業界の専門家マイケル・キトセスとコミュニケーションの達人カール・リチャーズが、クライアントとのやり取りを向上させ、実務を最適化し、ワークライフバランスを達成するための率直な議論をお届けします。
Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157
E157 • 32 mins • Feb 6, 2025
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最近のエピソード
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
Dec 26, 2024
The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154
E154 • 33 mins
Dec 12, 2024
Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153
E153 • 36 mins
