『Kitces and Carl - Real Talk for Real Financial Advisors』のカバーアート

Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors

著者： Michael Kitces MSFS MTAX CFP and Carl Richards CFP
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 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. マネジメント マネジメント・リーダーシップ 個人ファイナンス 経済学
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  • Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170

    Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170
    2025/08/07

    In the 170th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how financial advisors can help clients navigate career uncertainty caused by AI disruption by focusing on actionable items, offering flexibility vs long-term growth, and being more proactive in planning strategies.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    33 分
  • Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169

    Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169
    2025/07/24

    In the 169th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards explore how AI is set to transform the roles advisors play and the unique value they provide in client relationships.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    42 分
  • Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168

    Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168
    2025/07/10

    In our 168th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it’s more effective to dive deep in the first client meeting or to focus on the immediate issue and reserve the more emotional conversations for future sessions.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    36 分
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