最佳Kitces播客 (2024)

1
Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143 36:08

8d ago36:08

36:08

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.

1
#FASuccess Ep 395: The Rise Of Bank Financing To Fund Independent Advisor Acquisitions And Succession Plans, With Dustin Mangone

9d ago

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Welcome back to the 395th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Dustin Mangone. Dustin is the Director of Investment Advisor Services of PPC LOAN, a firm based in The Woodlands, Texas that facilitates conventional bank loans to financial advisors. What's unique about Dustin, though, is how his firm allows …

1
#FASuccess Ep 394: Launching An Administrative Family Office Practice To Deliver Your Best Support To (HNW) Clients, With Christi Van Rite

16d ago

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Welcome everyone! Welcome to the 394th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Christi Van Rite. Christi is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households, and is on track to generate nearly $1.5M in revenue this year f…

1
Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142 45:43

22d ago45:43

45:43

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.

1
Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141 38:39

1M ago38:39

38:39

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.

1
Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140 28:45

2M ago28:45

28:45

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 30:08

2M ago30:08

30:08

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.

1
Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138 38:00

3M ago38:00

38:00

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 38:30

3M ago38:30

38:30

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.

1
Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136 35:28

4M ago35:28

35:28

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.

1
Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135 30:35

4M ago30:35

30:35

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.

1
Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134 26:16

4M ago26:16

26:16

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.

1
Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133 33:57

5M ago33:57

33:57

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.

1
What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132 28:08

5M ago28:08

28:08

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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What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131 37:23

6M ago37:23

37:23

In our 131st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss setting goals—and the "why" behind doing so. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130 31:09

6M ago31:09

31:09

In our 130th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the advisor mindset that leads to more happiness. For full show notes, see kitces.com and thesocietyofadvice.com.

1
How Autonomy, Experience, and Team Drive Advisor Well-being: Kitces & Carl Ep 129 33:12

7M ago33:12

33:12

In our 129th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the results of their recent study on advisor well-being. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Noticing What You Spend Money On That's Actually An Investment: Kitces & Carl Ep 128 33:19

7M ago33:19

33:19

In our 128th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a key difference in perspective when it comes to spending money. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Creating Value Through Presence And The 50 Fires Podcast: Kitces & Carl Ep 127 34:43

8M ago34:43

34:43

In our 127th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss Carl's exciting new project. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126 33:43

8M ago33:43

33:43

In our 126th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it makes more sense to focus on increasing productivity or to simply increase your fees. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Scale Your Business, Leverage Yourself, Or Just Grow?: Kitces & Carl Ep 125 36:12

9M ago36:12

36:12

In our 125th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it really means to scale. For full show notes, see kitces.com and thesocietyofadvice.com.

1
When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124 32:59

9M ago32:59

32:59

In our 124th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients no longer fit your specialization. For full show notes, see kitces.com and thesocietyofadvice.com.

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Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123 26:54

10M ago26:54

26:54

In our 123rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether all advisors choosing a niche results in some potential clients being left out of receiving financial advice. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122 33:04

10M ago33:04

33:04

In our 122nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to guide client decisions that aren't about wealth maximization. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces & Carl Ep 121 40:06

11M ago40:06

40:06

In our 121st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether self-promotion is essential for advisors. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Is It Really Harder To Scale A Small RIA Today, Or Are Firms Just Navigating The Growth Treadmill?: Kitces & Carl Ep 120 27:19

11M ago27:19

27:19

In our 120th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the recurring myth that small RIAs are doomed due to scaling challenges. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119 30:36

11M ago30:36

30:36

In our 119th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to get an older advisor (who isn't as engaged in growing the business anymore) to let go and retire. For full show notes, see kitces.com and thesocietyofadvice.com.

1
(Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces & Carl Ep 118 27:40

12M ago27:40

27:40

In our 118th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether you hang onto being a financial advisor even when you're no longer taking clients. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces & Carl Ep 117 32:35

1y ago32:35

32:35

In our 117th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it looks like when you're done growing the business. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116 33:09

1y ago33:09

33:09

In our 116th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to feel (or help other advisors feel) more confident talking to clients. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115 31:50

1y ago31:50

31:50

In our 115th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to set pricing in order to run a viable practice. For full show notes, see kitces.com and thesocietyofadvice.com.

1
When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114 36:19

1y ago36:19

36:19

For many financial advisors, keeping an open line of communication with clients is a key component of building trust, understanding the client’s values, and developing a meaningful plan to help them reach their financial goals. In our 114th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss ways for finan…

1
What Does It Really Mean To Be A Lead Advisor?: Kitces & Carl Ep 113 32:46

1y ago32:46

32:46

While advancing a career in any industry can be challenging, the lack of formal career development programs offered in the workplace for associate advisors can make it particularly difficult for them to gain the experience they need to become lead financial advisors. In our 113th episode of Kitces & Carl, Michael Kitces and client communication exp…

1
When You No Longer Want To Be A Manager And Have To Let An Associate Advisor Go: Kitces & Carl Ep 112 23:03

1y ago23:03

23:03

In our 112th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about what it looks like when you have to let go of an employee. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces & Carl Ep 111 31:53

1y ago31:53

31:53

In our 111th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about when to hire—and why. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Dressing Up For Clients (Do Advisors Really Need To Dress For Success?): Kitces & Carl Ep 110 32:04

1+ y ago32:04

32:04

In our 110th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about the idea that advisors should dress a certain way for credibility. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109 31:33

1+ y ago31:33

31:33

In our 109th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about how advisors live their lives—and what clients think about it. For full show notes, see kitces.com and thesocietyofadvice.com.

1
Crafting A (Marketing) Manifesto To Show What You Really Stand For: Kitces & Carl Ep 108 34:57

1+ y ago34:57

34:57

In our 108th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about marketing yourself by letting people know what you stand for. For full show notes, see kitces.com and thesocietyofadvice.com.

1
The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107 39:59

1+ y ago39:59

39:59

In our 107th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss ways for advisors to find new ideas, the process of narrowing down their options and choosing the best ones, and how advisors can vet and test the viability of their ideas before implementing them on a larger scale. For full show notes, see k…