Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116

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

30 min listen

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

38 min listen

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

39 min listen

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

35 min listen

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

26 min listen

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

34 min listen

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

37 min listen

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

31 min listen

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

33 min listen

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

33 min listen

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

35 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

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

33 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

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

40 min listen

Is It Really Harder To Scale A Small RIA Today, Or Are Firms Just Navigating The Growth Treadmill?: Kitces & Carl Ep 120: In our 120th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the recurring myth that small RIAs are doomed due to scaling challenges. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors

27 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

(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

Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces & Carl Ep 117: In our 117th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it looks like when you're done growing the business. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors

33 min listen

Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115: In our 115th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to set pricing in order to run a viable practice. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors

32 min listen

When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114: For many financial advisors, keeping an open line of communication with clients is a key component of building trust, understanding the client’s values, and developing a meaningful plan to help them reach their financial goals. In our 114th episode... by Kitces and Carl - Real Talk for Real Financial Advisors

36 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

When You No Longer Want To Be A Manager And Have To Let An Associate Advisor Go: Kitces & Carl Ep 112: In our 112th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about what it looks like when you have to let go of an employee. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors

23 min listen

Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces & Carl Ep 111: In our 111th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about when to hire—and why. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors

32 min listen

Dressing Up For Clients (Do Advisors Really Need To Dress For Success?): Kitces & Carl Ep 110: In our 110th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about the idea that advisors should dress a certain way for credibility. For full show notes, see and . by Kitces and Carl - Real Talk for Real Financial Advisors

32 min listen

Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve: Kitces & Carl Ep 109 by Kitces and Carl - Real Talk for Real Financial Advisors

32 min listen

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Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116

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