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Kitces and Carl - Real Talk for Real Financial Advisors  

Kitces and Carl - Real Talk for Real Financial Advisors

Author: Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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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Language: en

Genres: Business, Investing, Management

Contact email: Get it

Feed URL: Get it

iTunes ID: Get it


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How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161
Episode 161
Thursday, 3 April, 2025

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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