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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
176 episodes
1 week ago
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.
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Management
Business,
Investing
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All content for Kitces and Carl - Real Talk for Real Financial Advisors is the property of Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Management
Business,
Investing
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Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160
Kitces and Carl - Real Talk for Real Financial Advisors
44 minutes 27 seconds
7 months ago
Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160
Kitces and Carl - Real Talk for Real Financial Advisors
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.