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。
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
Charts
- 39Increased by 6
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- 131NEW
- 181NEW
- 143Increased by 24
- 80Decreased by 22
最近のエピソード
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
