In our 155th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a common pitfall among advisors, and what you should consider to make sure you're actually adding valueānot just wasting time.
For full show notes, see kitces.comĀ andĀ thesocietyofadvice.com.
In our 154th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss technology and AI's role in the future of financial advice.
For full show notes, see kitces.comĀ andĀ thesocietyofadvice.com.
In our 153rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when legacy clients start to hurt profitability down the line.
For full show notes, see kitces.comĀ andĀ thesocietyofadvice.com.
In our 152nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss surprising data from recent research on the different ways advisors charge fees.
For full show notes, see kitces.comĀ andĀ thesocietyofadvice.com.
In our 151st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what often stands in the way of delegating tasksāand what you can do to avoid common sticking points.
For full show notes, see kitces.comĀ andĀ thesocietyofadvice.com.
In our 150th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the scarcity mentality many new advisors experience when just starting out can negatively affect their career down the roadāand how to avoid this common trap.
For full show notes, see kitces.comĀ andĀ thesocietyofadvice.com.
In our 149th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss why having friends in the trenches with you as you launch your own firm might be more valuable than having a business partner.
For full show notes, see kitces.comĀ andĀ thesocietyofadvice.com.
In our 148th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the mindset shift that can help when you're scared to take the next step toward your goals.
For full show notes, see kitces.comĀ andĀ thesocietyofadvice.com.
In our 147th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to prepare for the next market downturn.
For full show notes, see kitces.comĀ andĀ thesocietyofadvice.com.
In our 146th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients try to educate themselves about finance onlineābut come away with misinformation.
For full show notes, see kitces.comĀ andĀ thesocietyofadvice.com.
In our 145th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can communicate their planning style in their marketing before investing time in client meetings that may or may not lead to long-term engagement.
For full show notes, see kitces.comĀ andĀ thesocietyofadvice.com.
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