Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45

FromKitces and Carl - Real Talk for Real Financial Advisors

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Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45

FromKitces and Carl - Real Talk for Real Financial Advisors

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Length:

32 minutes

Released:

Oct 22, 2020

Format:

Podcast episode

Released:

Oct 22, 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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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
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
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
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
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
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
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
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
32 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
Conveying Rational Overconfidence In Talking To Clients About Coronavirus Fears: Kitces & Carl Ep 30 by Kitces and Carl - Real Talk for Real Financial Advisors
38 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
Talking Clients Out Of The Bunker Portfolio: Kitces & Carl Ep 26 by Kitces and Carl - Real Talk for Real Financial Advisors
41 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
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
Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 43 by Kitces and Carl - Real Talk for Real Financial Advisors
41 min listen
Triaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 33 by Kitces and Carl - Real Talk for Real Financial Advisors
33 min listen
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
31 min listen
Handling The 'Required Minimum' Conversation Without Being Awkward: Kitces & Carl Ep 27 by Kitces and Carl - Real Talk for Real Financial Advisors
30 min listen
Email Productivity Hacks And Getting More Done In Your Day: Kitces & Carl Ep 28 by Kitces and Carl - Real Talk for Real Financial Advisors
28 min listen
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
32 min listen
The Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces & Carl Ep 25 by Kitces and Carl - Real Talk for Real Financial Advisors
24 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
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
Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45 by Kitces and Carl - Real Talk for Real Financial Advisors
32 min listen
Simplifying Your Life By Building Habits And Kitces Travel Tips: Kitces & Carl Ep 22 by Kitces and Carl - Real Talk for Real Financial Advisors
21 min listen
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
36 min listen
Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42 by Kitces and Carl - Real Talk for Real Financial Advisors
28 min listen
Finding Your Focus Amidst The Draw To Do More 'Public Work' In A Mid-Career Crisis: Kitces & Carl Ep 37 by Kitces and Carl - Real Talk for Real Financial Advisors
27 min listen
Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46 by Kitces and Carl - Real Talk for Real Financial Advisors
22 min listen
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
32 min listen

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When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139: In our 139th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when you offer "enough" value to clients that it's no longer necessary to keep doing and learning more. For full show notes,... by Kitces and Carl - Real Talk for Real Financial Advisors
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Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138: In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you consistently do—and would love to stop doing. For full show notes,... by Kitces and Carl - Real Talk for Real Financial Advisors
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When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137: In our 137th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when it's time to start saying no. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors
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Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136: In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more advisors approach the age of retirement. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors
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Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135: In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be expected to create career opportunities for up-and-coming advisors. For full show notes,... by Kitces and Carl - Real Talk for Real Financial Advisors
31 min listen
Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134: In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors
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Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133: In our 133rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss money, meaning, and what it's all for. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors
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What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132: In our 132nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the best way for advisors to get the word out about their services. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors
28 min listen
What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131: In our 131st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss setting goals—and the "why" behind doing so. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors
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Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130: In our 130th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the advisor mindset that leads to more happiness. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors
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How Autonomy, Experience, and Team Drive Advisor Well-being: Kitces & Carl Ep 129: In our 129th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the results of their recent study on advisor well-being. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors
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Noticing What You Spend Money On That's Actually An Investment: Kitces & Carl Ep 128: In our 128th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a key difference in perspective when it comes to spending money. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors
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Creating Value Through Presence And The 50 Fires Podcast: Kitces & Carl Ep 127: In our 127th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss Carl's exciting new project. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors
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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
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Scale Your Business, Leverage Yourself, Or Just Grow?: Kitces & Carl Ep 125: In our 125th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it really means to scale. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors
36 min listen
When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124: In our 124th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients no longer fit your specialization. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors
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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
Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122: In our 122nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to guide client decisions that aren't about wealth maximization. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors
33 min listen
Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces & Carl Ep 121: In our 121st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether self-promotion is essential for advisors. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors
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33 min listen
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Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45

Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45

Titles in the series (100)

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

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