Kitces and Carl - Real Talk for Real Financial Advisors

163 Episodes

1. Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163

   Published: 01/05/2025
2. Avoiding Staff Management Duties You Don't Want By Paying A Virtual Assistant For Only What You Need: Kitces & Carl Ep 162

   Published: 17/04/2025
3. How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161

   Published: 03/04/2025
4. Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160

   Published: 20/03/2025
5. When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159

   Published: 06/03/2025
6. Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158

   Published: 20/02/2025
7. Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157

   Published: 06/02/2025
8. How Are You Getting Value Out Of ChatGPT As A Financial Advisor?: Kitces & Carl Ep 156

   Published: 23/01/2025
9. How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155

   Published: 09/01/2025
10. The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154

    Published: 26/12/2024
11. Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153

    Published: 12/12/2024
12. Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152

    Published: 28/11/2024
13. What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151

    Published: 14/11/2024
14. When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150

    Published: 31/10/2024
15. Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149

    Published: 17/10/2024
16. Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148

    Published: 03/10/2024
17. Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147

    Published: 19/09/2024
18. Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146

    Published: 05/09/2024
19. Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145

    Published: 22/08/2024
20. The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144

    Published: 08/08/2024