The Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces & Carl Ep 25

FromKitces and Carl - Real Talk for Real Financial Advisors

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The Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces & Carl Ep 25

FromKitces and Carl - Real Talk for Real Financial Advisors

ratings:

Length:

24 minutes

Released:

Jan 16, 2020

Format:

Podcast episode

Released:

Jan 16, 2020

Format:

Podcast episode

Titles in the series (100)

A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.

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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
Maintaining Personal Advisor Wellness In Times Of Market Stress: Kitces & Carl Episode 31 by Kitces and Carl - Real Talk for Real Financial Advisors
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What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11: In our eleventh episode of “Kitces & Carl”, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss the roots of various industry titles, why you might want to break the mold and call yourself something... by Kitces and Carl - Real Talk for Real Financial Advisors
30 min listen
Following Through On Your Business Creativity By Saying 'Yes' And Figuring It Out Later: Kitces & Carl Ep 23 by Kitces and Carl - Real Talk for Real Financial Advisors
25 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
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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
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Triaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 33 by Kitces and Carl - Real Talk for Real Financial Advisors
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Improving Work-Life Balance In 2020 And Giving Yourself Permission To Rest: Kitces & Carl Ep 24 by Kitces and Carl - Real Talk for Real Financial Advisors
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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
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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
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Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42 by Kitces and Carl - Real Talk for Real Financial Advisors
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How To Turn Your Advisor Marketing Content Into A(n Entire) Book: Kitces & Carl Ep 40 by Kitces and Carl - Real Talk for Real Financial Advisors
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The Epidemic of Spending at Unsustainable Rates: Kitces & Carl Ep 29 by Kitces and Carl - Real Talk for Real Financial Advisors
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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
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
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
Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45 by Kitces and Carl - Real Talk for Real Financial Advisors
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Email Productivity Hacks And Getting More Done In Your Day: Kitces & Carl Ep 28 by Kitces and Carl - Real Talk for Real Financial Advisors
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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
Handling The 'Required Minimum' Conversation Without Being Awkward: Kitces & Carl Ep 27 by Kitces and Carl - Real Talk for Real Financial Advisors
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Simplifying Your Life By Building Habits And Kitces Travel Tips: Kitces & Carl Ep 22 by Kitces and Carl - Real Talk for Real Financial Advisors
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The Advisor Fee Debate And Focusing On Value Over Price: Kitces & Carl Ep 56 by Kitces and Carl - Real Talk for Real Financial Advisors
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How Do You Figure Out What You're Going To Create Content About?: Kitces & Carl Ep 38 by Kitces and Carl - Real Talk for Real Financial Advisors
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Are We Making Financial Advice & Portfolios More Complex Than They Need To Be?: Kitces & Carl Ep 34 by Kitces and Carl - Real Talk for Real Financial Advisors
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Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 44 by Kitces and Carl - Real Talk for Real Financial Advisors
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Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46 by Kitces and Carl - Real Talk for Real Financial Advisors
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Communicating Triggers And Breaking The News The Plan Has To Change: Kitces & Carl Ep 32 by Kitces and Carl - Real Talk for Real Financial Advisors
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Do You Have To Build Confidence Before Taking Action, Or Take Action To Build Confidence?: Kitces & Carl Ep 21 by Kitces and Carl - Real Talk for Real Financial Advisors
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Why Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces & Carl Ep 48 by Kitces and Carl - Real Talk for Real Financial Advisors
26 min listen

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The Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces & Carl Ep 25

The Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces & Carl Ep 25

Titles in the series (100)

More Episodes from Kitces and Carl - Real Talk for Real Financial Advisors