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

Kitces and Carl - Real Talk for Real Financial Advisors

Junte-se a Michael Kitces e Carl Richards para conversas abertas sobre como aprimorar o atendimento ao cliente, otimizar sua prática e equilibrar trabalho e vida pessoal.

Listen on Apple Podcasts

Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163

E163 • 33 mins • May 1, 2025

Episódios recentes

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

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