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。
Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163
E163 • 33 mins • May 1, 2025
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最近のエピソード
May 1, 2025
Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163
E163 • 33 mins
Apr 17, 2025
Avoiding Staff Management Duties You Don't Want By Paying A Virtual Assistant For Only What You Need: Kitces & Carl Ep 162
E162 • 33 mins
Apr 3, 2025
How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161
E161 • 40 mins
Mar 20, 2025
Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160
E160 • 44 mins
Mar 6, 2025
When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159
E159 • 30 mins
