Web9 jul. 2024 · In our 63rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the origin story of the one-page financial plan, the key … Web12 apr. 2024 · “No man ever steps in the same river twice—for it’s not the same river and he’s not the same man.” – Heraclitus. After spending a two-year hiatus flying under the radar, I’m back. And yes, for those who were wondering, I am alive. During this season, I’ve gotten uncomfortable and experienced more…
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WebIn our 19th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards talk about these conflicts of interest, and the dilemma that financial advisors... WebA 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, … Web4 jun. 2024 · 9.6K subscribers 4K views 2 years ago In our 35th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards explore their … knowledge alliance