28 min listen
How Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces & Carl Ep 09
How Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces & Carl Ep 09
ratings:
Length:
39 minutes
Released:
Jul 2, 2019
Format:
Podcast episode
Description
In our ninth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss why some advisors wind up being unhappy in an otherwise “successful” practice, how some advisors have maximized their happiness by being intentional about building their business the way they want - or even “right-sizing” the advisory practice if necessary – and a few actionable ideas for advisors to do the same.
Released:
Jul 2, 2019
Format:
Podcast episode
Titles in the series (100)
Helping Clients Understand What It Really Means To Retire: Kitces & Carl Ep 16: In our sixteenth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards explore different ways advisors can frame their conversations with clients when helping them envision and plan for a retirement... by Kitces and Carl - Real Talk for Real Financial Advisors