Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141

Episoder

What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151
14 nov· Kitces and Carl - Real Talk for Real Financial Advisors
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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When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150
31 okt· Kitces and Carl - Real Talk for Real Financial Advisors
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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Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149
17 okt· Kitces and Carl - Real Talk for Real Financial Advisors
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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Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148
3 okt· Kitces and Carl - Real Talk for Real Financial Advisors
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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Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147
19 sep· Kitces and Carl - Real Talk for Real Financial Advisors
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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Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146
5 sep· Kitces and Carl - Real Talk for Real Financial Advisors
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 online—but come away with misinformation.

For full show notes, see kitces.com and thesocietyofadvice.com.
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Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145
22 aug· Kitces and Carl - Real Talk for Real Financial Advisors
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.com and thesocietyofadvice.com.
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The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144
8 aug· Kitces and Carl - Real Talk for Real Financial Advisors
In our 144th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how fast growth can get in the way of working "lifestyle" hours—and what to do about it.

For full show notes, see kitces.com and thesocietyofadvice.com.
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Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143
25 jul· Kitces and Carl - Real Talk for Real Financial Advisors
In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transitioning clients accustomed to a quantitative approach to financial planning.

For full show notes, see kitces.com and thesocietyofadvice.com.
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Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142
11 jul· Kitces and Carl - Real Talk for Real Financial Advisors
In our 142nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss impactful questions to ask clients in order to create deeper conversations and deeper connections.

For full show notes, see kitces.com and thesocietyofadvice.com.
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Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141
27 jun· Kitces and Carl - Real Talk for Real Financial Advisors
In our 141st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the powerful questions to ask clients in order to create impactful conversations about money.

For full show notes, see kitces.com and thesocietyofadvice.com.
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Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140
13 jun· Kitces and Carl - Real Talk for Real Financial Advisors
In our 140th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what's likely behind the common problem of advisors prematurely worrying about scale.

For full show notes, see kitces.com and thesocietyofadvice.com.
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When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139
30 maj· Kitces and Carl - Real Talk for Real Financial Advisors
In our 139th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when you offer "enough" value to clients that it's no longer necessary to keep doing and learning more.

For full show notes, see kitces.com and thesocietyofadvice.com.
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Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138
16 maj· Kitces and Carl - Real Talk for Real Financial Advisors
In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you consistently do—and would love to stop doing.

For full show notes, see kitces.com and thesocietyofadvice.com.
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When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137
2 maj· Kitces and Carl - Real Talk for Real Financial Advisors
In our 137th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when it's time to start saying no.

For full show notes, see kitces.com and thesocietyofadvice.com.
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Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136
18 apr· Kitces and Carl - Real Talk for Real Financial Advisors
In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more advisors approach the age of retirement.

For full show notes, see kitces.com and thesocietyofadvice.com.
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Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135
4 apr· Kitces and Carl - Real Talk for Real Financial Advisors
In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be expected to create career opportunities for up-and-coming advisors.

For full show notes, see kitces.com and thesocietyofadvice.com.
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Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134
21 mar· Kitces and Carl - Real Talk for Real Financial Advisors
In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it.

For full show notes, see kitces.com and thesocietyofadvice.com.
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Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133
7 mar· Kitces and Carl - Real Talk for Real Financial Advisors
In our 133rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss money, meaning, and what it's all for.

For full show notes, see kitces.com and thesocietyofadvice.com.
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What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132
22 feb· Kitces and Carl - Real Talk for Real Financial Advisors
In our 132nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the best way for advisors to get the word out about their services.

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

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

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

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

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

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

Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146

Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145

The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144

Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143

Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142

Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140

When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139

Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138

When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137

Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136

Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135

Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134

Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133

What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132