How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155 Kitces And Carl - Real Talk For Real Financial Advisors podcast

Kitces and Carl - Real Talk for Real Financial Advisors

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MBA Trading Michael Kitces Carl Richards Carl Carlrichards Financial Financialadvisor Financialplanning Kitces Michael Michaelkitces Realfinancialadvisor Personal Finances Lifestyle Business CFP® Advisors Richard

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Nội dung được cung cấp bởi Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Michael Kitces, MSFS, MTAX, CFP, and Carl Richards hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

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The Lead Masks Mystery: Death on Vintém Hill 5:58

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In 1966, two Brazilian men were found dead on Vintém Hill under bizarre circumstances that continue to perplex investigators and conspiracy theorists alike. Lying side by side, their bodies were discovered wearing matching lead masks—shields with no eyeholes—alongside cryptic notes. Were they victims of a cult ritual, a failed experiment, or something even more otherworldly? See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info .…

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How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155

cách đây khoảng một năm trước 37:08

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MP3•Trang chủ episode

Nội dung được cung cấp bởi Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Michael Kitces, MSFS, MTAX, CFP, and Carl Richards hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

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 value—not just wasting time.

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

… continue reading

161 tập

#MBA #Trading #Michael Kitces #Carl Richards #Carl #Carlrichards #Financial #Financialadvisor #Financialplanning #Kitces #Michael #Michaelkitces #Realfinancialadvisor #Personal Finances #Lifestyle #Business #CFP® #Advisors #Richard

Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors podcast artwork

How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155

Kitces and Carl - Real Talk for Real Financial Advisors

75 subscribers

published cách đây khoảng một năm trước

Chia sẻ

MP3•Trang chủ episode

Nội dung được cung cấp bởi Michael Kitces, MSFS, MTAX, CFP, and Carl Richards. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Michael Kitces, MSFS, MTAX, CFP, and Carl Richards hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

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 value—not just wasting time.

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

… continue reading

161 tập

#MBA #Trading #Michael Kitces #Carl Richards #Carl #Carlrichards #Financial #Financialadvisor #Financialplanning #Kitces #Michael #Michaelkitces #Realfinancialadvisor #Personal Finances #Lifestyle #Business #CFP® #Advisors #Richard

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Kitces and Carl - Real Talk for Real Financial Advisors

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How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161 39:38

cách đây 5 ngày trước39:38

39:38

In our 161st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they navigate others' opinions on their projects—and the strategies they use to invite feedback in the first place. For full show notes, see kitces.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors podcast artwork

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Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160 44:27

cách đây 19 ngày trước44:27

44:27

In our 160th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to keep clients from panicking—and making poor financial decisions—during market volatility. For full show notes, see kitces.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

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When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159 30:25

cách đây 5 weeks trước30:25

30:25

In our 159th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when your original fees no longer make financial sense—but you promised to honor them for some clients. For full show notes, see kitces.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

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Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158 34:52

cách đây 7 weeks trước34:52

34:52

In our 158th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the reasoning behind not allowing clients—even excited ones—to sign up the day of their first meeting. For full show notes, see kitces.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

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Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157 31:31

cách đây 9 weeks trước31:31

31:31

In our 157th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss tactics for reducing the worry that can arise for people when meeting with a financial advisor for the first time. For full show notes, see kitces.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors podcast artwork

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How Are You Getting Value Out Of ChatGPT As A Financial Advisor?: Kitces & Carl Ep 156 30:12

cách đây 11 weeks trước30:12

30:12

In our 156th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they're using ChatGPT in their own work and share their thoughts on the future of AI in financial advising. For full show notes, see kitces.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

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How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155 37:08

cách đây 13 weeks trước37:08

37:08

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 value—not just wasting time. For full show notes, see kitces.com and thesocietyofadvice.com .…

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Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors podcast artwork

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The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154 32:49

cách đây 15 weeks trước32:49

32:49

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.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors podcast artwork

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Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153 36:12

cách đây 17 weeks trước36:12

36:12

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.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors podcast artwork

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Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152 30:59

cách đây 19 weeks trước30:59

30:59

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.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors podcast artwork

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What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151 35:01

cách đây 21 weeks trước35:01

35:01

In our 151st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what often stands in the way of delegating tasks—and what you can do to avoid common sticking points. For full show notes, see kitces.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

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When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150 28:45

cách đây 23 weeks trước28:45

28:45

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 road—and how to avoid this common trap. For full show notes, see kitces.com and thesocietyofadvice.com .…

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Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors podcast artwork

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Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149 31:36

cách đây 25 weeks trước31:36

31:36

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.com and thesocietyofadvice.com .…

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Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors podcast artwork

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Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148 34:37

cách đây 27 weeks trước34:37

34:37

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.com and thesocietyofadvice.com .

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Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors podcast artwork

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Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147 33:48

cách đây 29 weeks trước33:48

33:48

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.com and thesocietyofadvice.com .

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