What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11 | Kitces and Carl - Real Talk for Real Financial Advisors Podcast

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

28 min listen

Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123: In our 123rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether all advisors choosing a niche results in some potential clients being left out of receiving financial advice. For full show notes,... by Kitces and Carl - Real Talk for Real Financial Advisors

27 min listen

Communicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 12: For our 12th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss if sending market commentary to clients actually helps solve any problems (or if it’s just a relic of a... by Kitces and Carl - Real Talk for Real Financial Advisors

32 min listen

How Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces & Carl Ep 09: 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... by Kitces and Carl - Real Talk for Real Financial Advisors

39 min listen

(Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces & Carl Ep 118: In our 118th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether you hang onto being a financial advisor even when you're no longer taking clients. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors

28 min listen

Is A Fiduciary Requirement Necessary When Acting In Clients' Best Interests Is Good Business Anyway?: Kitces & Carl Ep 20: In our 20th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards discuss why a fiduciary rule is necessary even though acting in your client’s best interests is already “good business” in the long... by Kitces and Carl - Real Talk for Real Financial Advisors

24 min listen

Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119: In our 119th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to get an older advisor (who isn't as engaged in growing the business anymore) to let go and retire. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors

31 min listen

The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107: In our 107th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss ways for advisors to find new ideas, the process of narrowing down their options and choosing the best ones, and how advisors can vet and... by Kitces and Carl - Real Talk for Real Financial Advisors

40 min listen

Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14: In our 14th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards explore the various functions that a physical financial plan deliverable plays in the financial planning (and client relationship... by Kitces and Carl - Real Talk for Real Financial Advisors

46 min listen

Why Are We So Afraid To Just Listen: Kitces & Carl Ep 15: In our 15th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss the value of really listening to clients, and how, by simply talking less and listening more in client meetings, an... by Kitces and Carl - Real Talk for Real Financial Advisors

25 min listen

Is Any Financial Advisor Business Model Truly Conflict Free?: Kitces & Carl Ep 19: In our 19th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards talk about these conflicts of interest, and the dilemma that financial advisors face when determining where to draw the line between a... by Kitces and Carl - Real Talk for Real Financial Advisors

39 min listen

Responding With Empathy When Clients Call About “Scary” Markets: Kitces & Carl Ep 17: In our 17th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards talk about the importance (and challenges) of responding with empathy to clients who are upset or afraid. Because even though research in... by Kitces and Carl - Real Talk for Real Financial Advisors

28 min listen

Transitioning Long-Standing Clients To Create Room To Grow: Kitces & Carl Ep 10: In our tenth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss some reasons you may need to start transitioning long-standing clients (some of whom may have given you a shot... by Kitces and Carl - Real Talk for Real Financial Advisors

37 min listen

Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126: In our 126th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it makes more sense to focus on increasing productivity or to simply increase your fees. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors

34 min listen

Episode 46: The Marketing of Financial Advice - How To Separate The Wheat From The Chaff: In this episode, Wade and Alex welcome Kelly Waltrich, a RISA® Advisory Board Member and one of the leading marketing figures in our industry. They discuss how the different marketing messages over the years have shifted; some for the better and othe... by Retire With Style

49 min listen

194 How Important Is Framing, Naming, and Claiming A Problem? | Pirates Perspective: Today is a fun conversation with my fellow Pirates Eddie Yoon and Katrina Kirsch, as we talk about the importance of Framing, Naming and Claiming a problem, to create a different solution for your business. From time to time, by Lochhead on Marketing

12 min listen

Mergers, Mindsets, and the Magic of Brand Mastery with Richard Kestenbaum by Handbag Designer 101

30 min listen

180 How Important is Framing, Naming, & Claiming a Problem? | Pirates Perspective: On this episode, we are presenting some Pirates Perspective from our newsletter, Category Pirates. Eddie Yoon, Christopher Lochhead and Katrina Kirsch of Category Pirates discuss why it's crucial to frame, name, by Lochhead on Marketing

11 min listen

What Does It Really Mean To Be A Lead Advisor?: Kitces & Carl Ep 113: While advancing a career in any industry can be challenging, the lack of formal career development programs offered in the workplace for associate advisors can make it particularly difficult for them to gain the experience they need to become lead... by Kitces and Carl - Real Talk for Real Financial Advisors

33 min listen

Talking Clients Off The Ledge From 'Scary' Markets: Kitces & Carl Ep 18: In our 18th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards extend their last podcast and look at communication strategies advisors can use to set the stage for helping clients actually make better... by Kitces and Carl - Real Talk for Real Financial Advisors

36 min listen

111 Mike Maples, Jr. On How Legendary Entrepreneurs Create Categories: Welcome to a special episode of Lochhead of Marketing. What you’re about to hear are the thoughts of one of the smartest people in Silicon Valley on Category Design. He is the entrepreneur turned venture capitalist Mike Maples, Jr. Mike Maples, Jr. by Lochhead on Marketing

15 min listen

195 From Category Contenders to Category Kings with Al Ramadan: On this episode of Lochhead on Marketing, we enjoy the first of many visits from Al Ramadan in 2024, as we talk about moving from being a Category Contender to a Category King. We’ll dig into what is a category contender in what it takes to win the 18... by Lochhead on Marketing

91 min listen

How To Get Customers: Targeting The Ideal Buyers For Your Brand w/ Max Kerwick: Max Kerwick — BBP co-host and brand building secret weapon — speaks to a select group at the 8 figure exit workshop at Ryan’s home. Who is your singularity, the figurative customer who is most predictive of your long term success? Be weary of... by The Brand Builder Podcast

21 min listen

What Does Your Business Do In 10 Words Or Less by The Secret To Success with Antonio T Smith Jr

88 min listen

#319 S2 Episode 188 - WHO’S HOT AND WHO’S NOT: The Pursuit For The Ideal Customer Profile: It goes by many names, target market, target niche, buyer persona, and many more. However, in every sales organization, it is known as the Ideal Customer Profile. Collin Mitchell is about to discuss that it is important to know the ideal profile to sell to and the profiles that you have to avoid selling to. Collin also explains the importance of qualifying and disqualifying customers to save time and effort. So tune in now, only here in the latest episode of Sales Transformation. Join Our Free Podcast Community HERE! Want to solve a leaky sales funnel? Get Signup for your Free RevenueGrid trial HERE! Want Your Reps Hitting Quota in 2022? Get Your Wingman Free Trial HERE! HIGHLIGHTS The Ideal Customer Profile Learn to disqualify customers Identify customer patterns QUOTES Collin: “If you're in sales, you should have an ideal customer profile, or maybe you have several buyer personas that y by Sales Transformation

6 min listen

This Is The ONLY Way You Should Offer A Discount! | Richard Harris - 1751: What's the best way to offer a discount to a client? Find out in this exciting episode of The Sales Evangelist Podcast. Host Donald Kelly speaks with sales expert Richard Harris about his new book, "The Seller's Journey," and dives into the... by The Sales Evangelist

27 min listen

RV 60 - The Importance of Developing Message Fluency, The Impact of Social Posting, and More! | Kyle Coleman by B2B Revenue Vitals

42 min listen

Choose Remarkable: Why Very Good Is No Longer Good Enough: This week we present our first ever encore episode. We open the vault to extract a seminal recording from our first season, released in the fall of 2020, where we discuss some of the key concepts from Steve's best-selling book Remarkable Retail: How to Win & Keep Customers in the Age of Disruption. In a wide-ranging conversation we explore the key factors that have created the great retail bifurcation, the collapse of the middle and why choosing to be remarkable is increasingly the only choice. by Remarkable Retail

38 min listen

Ep. 76: Jack Schwager Interview #2 with Michael Covel on Trend Following Radio: Famed writer and trader Jack Schwager returns to the podcast to speak with Michael Covel about his new book, "Market Sense and Nonsense: How the Markets Really Work (and How They Don't)", which is released today. For those that have had a pulse in the... by Michael Covel's Trend Following

55 min listen

Six tips for building your business with Jellyfish's Kyle Lacy: This week on How To Win: Kyle Lacy, Chief Marketing Officer at Jellyfish and former CMO at Lessonly, a sales training and coaching platform. Lessonly was acquired by Seismic in 2021. Kyle also served as the Director of Global Content Marketing at Salesfor by How to Win podcast with Peep Laja

28 min listen

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What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11

What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11

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