Shows
Networking Unleashed: The PodcastNetworking Unleashed: S1E92 An Interview with Shauna The Tax Goddess and Michael A Forman, Public SpeakerShauna Wekherlien – The Tax Goddessshauna@taxgoddess.com602-362-7939Please share a brief Bio to be read on the podcast.Shauna A. Wekherlien, CPA, MTax, CTC, CTP, CTS, Tax Goddess, is a highly sought-after Certified Public Accountant and founder of Tax Goddess Business Services, PC, established in 2004. Tax Goddess is a global team of 93+ specialists that uses plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action to increase the business owner’s bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perf...
2025-10-2435 min
Finance Fitness FinesseFinancial Conflict Resolution w/Joy Slabaugh MTax, MS, MA, LACMH, CFPIn this F^3 episode, JaeVic sits down with Savvy Scholar, Joy Slabaugh, founder of the Financial Conflict Resolution Institute, to explore how financial advisors can elevate their practices by integrating wealth mindset transformation and conflict resolution into their client work. Joy shares her journey from traditional financial planning to becoming a financial therapist, explaining the importance of understanding the emotional and psychological layers behind money decisions. We discuss key concepts like Internal Family Systems therapy, multiplicity of the mind, and the "constraint and release" model for managing financial tension. Whether you're curious about how your mindset affects your financial...
2024-10-2538 min
Health and Wealth Podcast with Carter & TimShauna The Tax Goddess, CPA, MTax, CTC, CTS Top 1% Tax Strategist In The U.S.Episode 56 replay - Shauna A. Wekherlien, CPA, MTax, CTC, CTS, Tax Goddess is a highly sought-after Certified Public Accountant and founder of Tax Goddess Business Services, PC, established in 2004. Tax Goddess is a global team of 65+ specialists that uses plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action to increase the business owner’s bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation. Shauna is a Certified Public Ac...
2022-09-211h 19
Heroes in BusinessCarter Wilcoxson, Health and Wealth Podcast, Shauna A. Wekherlien AKA The Tax GoddessShauna A. Wekherlien, CPA, MTax, CTC, CTS, Tax Goddess is a highly sought-after Certified Public Accountant and founder of Tax Goddess Business Services, PC, established in 2004 in this episode of .
2022-07-101h 19
Heroes in BusinessCarter Wilcoxson, Health and Wealth Podcast, Shauna A. Wekherlien AKA The Tax GoddessShauna A. Wekherlien, CPA, MTax, CTC, CTS, Tax Goddess is a highly sought-after Certified Public Accountant and founder of Tax Goddess Business Services, PC, established in 2004 in this episode of .
2022-07-101h 19
Kitces and Carl - Real Talk for Real Financial AdvisorsFrom Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89
2022-06-3032 min
Social Security: Answers From The ExpertsShauna the Tax Goddess, How Tax Planning is Like a Chess GameShauna the Tax Goddess, How Tax Planning is Like a Chess GameWelcome to episode #35 of Social Security: Answers From The Experts with Martha Shedden. In this episode, Martha sits down with Shauna A. Wekherlien, and have an in depth discussion about Tax Goddess services and how to lower, as well as minimize taxes when planning retirement. Shauna A. Wekherlien, CPA, MTax, CTC, CTS, is in the top 1% of the exclusive field of Certified Tax Coaches and Certified Tax Strategists in the U.S. (per AICTC). In 2004, she founded Tax Goddess Business Services, PC, a g...
2022-06-2231 min
Kitces and Carl - Real Talk for Real Financial AdvisorsShowing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88
2022-06-1632 min
Kitces and Carl - Real Talk for Real Financial AdvisorsBalancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces & Carl Ep 87
2022-06-0237 min
Kitces and Carl - Real Talk for Real Financial AdvisorsAligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86
2022-05-1932 min
Kitces and Carl - Real Talk for Real Financial AdvisorsBuilding Your (Local) Brand With PR That Actually Works: Kitces & Carl Ep 85
2022-05-0534 min
Health and Wealth Podcast with Carter & TimShauna The Tax Goddess, CPA, MTax, CTC, CTS Top 1% Tax Strategist In The U.S.Episode 56 - Shauna A. Wekherlien, CPA, MTax, CTC, CTS, Tax Goddess is a highly sought-after Certified Public Accountant and founder of Tax Goddess Business Services, PC, established in 2004. Tax Goddess is a global team of 65+ specialists that uses plain language (not tax code) to help business owners, investors, and entrepreneurs create plans of action to increase the business owner’s bottom line, reduce costs, significantly reduce taxes, increase cash flow, and perform what-if scenario options so that owners know what decisions to make and which paths are best suited to their particular situation. Shauna is a Certified Public Accountant (AZ...
2022-05-041h 19
Kitces and Carl - Real Talk for Real Financial AdvisorsHow Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84
2022-04-2127 min
Mastering Your Exit StrategyShauna Wekherlien - How to Save Tax Dollars Using the Big Boy StrategiesHere are the things to expect in this episode:What is a strategic tax coach?What are some of the strategies that help legally minimize taxes?Is it possible to reduce taxes upon exit?And much more!About Shauna Wekherlien:Shauna A. Wekherlien, CPA, MTax, CTC, CTS is the owner of Tax Goddess Business Services, PC. She is a Certified Public Accountant (AZ), has her Master’s Degree in Taxation from Arizona State University, and is one of the elite Certified Tax Coaches in the USA (1 of just 5 in Arizona). As a Certified Tax Coach, Sh...
2022-04-1837 min
Kitces and Carl - Real Talk for Real Financial AdvisorsWhen The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83
2022-04-0727 min
Kitces and Carl - Real Talk for Real Financial AdvisorsBalancing The Desire To Serve With The Financial Demands Of Growth: Kitces & Carl Ep 82
2022-03-2429 min
Kitces and Carl - Real Talk for Real Financial AdvisorsIncreasing Client Touch Points With Asynchronous Client Meetings: Kitces & Carl Ep 81
2022-03-1029 min
The Mushroom Hour PodcastEp. 113: Mushrooms of the Rocky Mountains and Arctic Alpine Biome (feat. Dr. Cathy Cripps)Today on Mushroom Hour we have the honor of being joined by Dr. Cathy Cripps. Dr Cripps is a mycologist and professor at Montana State University where she teaches and does research on fungi. She earned her BS from the University of Michigan and PhD from Virginia Tech with Dr. Orson Miller. Her research on mushrooms that survive in Arctic and alpine habitats has taken her to Iceland, Svalbard, Norway, Greenland, the Austrian Alps, and Finland. She is co-author of “The Essential Guide to Rocky Mountain Mushrooms by Habitat”, and “Fungi in Forest Ecosystems”, and has authored numerous scientific papers...
2022-02-271h 15
Kitces and Carl - Real Talk for Real Financial AdvisorsHow Advisory Firms Evolve Their Specializations Over Time: Kitces & Carl Ep 80
2022-02-2427 min
Kitces and Carl - Real Talk for Real Financial AdvisorsFinding Your Future Specialization By Interviewing Your Current Clients: Kitces & Carl Ep 79
2022-02-1039 min
Equitable Life with inSightApplying Behavioral Finance in Your Financial Planning PracticeBehavioral finance studies why people make certain financial choices and how those choices can affect markets. Listen to this overview from expert Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC, RHU, REBC, CASL. Use this tactic to enhance your sales approach and grow your practice. GE-4117549.1 (1/22) (Exp.1/24) Guest: Michael Kitces
2022-02-0432 min
Kitces and Carl - Real Talk for Real Financial AdvisorsCommunicating Hard News To Clients (When You Plan To Relocate The Business): Kitces & Carl Ep 78How to communicate with clients—even when it's hard news.
2022-01-2729 min
Kitces and Carl - Real Talk for Real Financial AdvisorsVirtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77
2022-01-1329 min
Kitces and Carl - Real Talk for Real Financial AdvisorsOvercoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76
2021-12-3034 min
Kitces and Carl - Real Talk for Real Financial AdvisorsCrafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75
2021-12-1629 min
Kitces and Carl - Real Talk for Real Financial AdvisorsMaking Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74
2021-12-0228 min
Kitces and Carl - Real Talk for Real Financial AdvisorsIntroducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 73
2021-11-1830 min
Wealth and LawMoney Saving Tax TipsBrent and Rachel chat with Shauna A. Wekherlien, CPA, MTax, CTC, CTS (aka the Tax Goddess) about some of our favorite tax planning tips to SAVE TAXES before the end of the year. We discuss simple steps (like funding retirement accounts), expensing purchases, and more complex steps that take time to structure but can lead to significant savings.
Shauna is the owner of Tax Goddess Business Services, PC. She is a Certified Public Accountant (AZ), has her Master’s Degree in Taxation from Arizona State University, and is one of the elite Certified Tax Coaches in the US...
2021-11-1737 min
Kitces and Carl - Real Talk for Real Financial AdvisorsDo You Want A Lifestyle Practice Or Fear Building A Bigger One?: Kitces & Carl Ep 72
2021-11-0427 min
Kitces and Carl - Real Talk for Real Financial AdvisorsWhen You Want To Delegate But Don't Want To Manage: Kitces & Carl Ep 71
2021-10-2131 min
Kitces and Carl - Real Talk for Real Financial AdvisorsThe Paralyzing Fear Of Being Wrong (In Our Planning Projections): Kitces & Carl Ep 70
2021-10-0735 min
Kitces and Carl - Real Talk for Real Financial AdvisorsRetaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 69
2021-09-2328 min
Kitces and Carl - Real Talk for Real Financial AdvisorsManaging Advisor Turnover And The Transferability Of Trust: Kitces & Carl Ep 68
2021-09-0926 min
Kitces and Carl - Real Talk for Real Financial AdvisorsSetting A Personal Growth Goal When You Don't Need More Revenue For Success: Kitces & Carl Ep 67
2021-08-2633 min
Kitces and Carl - Real Talk for Real Financial AdvisorsHelping Clients To Stop Maximizing Their Wealth And Set Goals To Enjoy It Instead: Kitces & Carl Ep 66
2021-08-1233 min
Kitces and Carl - Real Talk for Real Financial AdvisorsHandling Clients Who Bring Their Own 'Hot' Investment Ideas: Kitces & Carl Ep 65
2021-07-2935 min
Kitces and Carl - Real Talk for Real Financial AdvisorsWhy AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces & Carl Ep 64
2021-07-1532 min
Kitces and Carl - Real Talk for Real Financial AdvisorsHow To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces & Carl Ep 63
2021-07-0136 min
Kitces and Carl - Real Talk for Real Financial AdvisorsDo Vision And Mission Statements Really Matter For Advisory Firms?: Kitces & Carl Ep 62
2021-06-1724 min
Kitces and Carl - Real Talk for Real Financial AdvisorsTaking The Leap To Launch When You Don't Have The Capital To Finance It: Kitces & Carl Ep 61
2021-06-0327 min
Kitces and Carl - Real Talk for Real Financial AdvisorsThe Training That Service Advisors Need To Get To The Next Level: Kitces & Carl Ep 60
2021-05-2028 min
Kitces and Carl - Real Talk for Real Financial AdvisorsThe Time Trap - How Do You Find The Time To Get More Time Efficient?: Kitces & Carl Ep 59
2021-05-0629 min
Kitces and Carl - Real Talk for Real Financial AdvisorsGetting Mentally Unstuck From Thinking About Clients 'Too Much': Kitces & Carl Ep 58
2021-04-2218 min
Kitces and Carl - Real Talk for Real Financial AdvisorsTransitioning 'Good' Clients Who Simply Can't Be Served Profitably: Kitces & Carl Ep 57
2021-04-0828 min
Kitces and Carl - Real Talk for Real Financial AdvisorsThe Advisor Fee Debate And Focusing On Value Over Price: Kitces & Carl Ep 56
2021-03-2531 min
Kitces and Carl - Real Talk for Real Financial AdvisorsImplementing A Waiting List Or Just Referring Clients Out: Kitces & Carl Ep 55
2021-03-1132 min
Rotman Commerce PodcastEPISODE 4: The CPA Journey w/ Matthew Roman, CPA, MTaxThis episode, we dive into a conversation about accounting, tax, and the CPA designation with our guest, Matthew Roman, CPA, MTax. Learn study tips and best practices from a CFE Gold Medalist writer, how to make a good impression as a new hire from a Senior Manager at KPMG Canada, and how to translate the skills you learnt along your CPA journey to the workplace.
2021-02-2638 min
Kitces and Carl - Real Talk for Real Financial AdvisorsShowing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54
2021-02-2529 min
Kitces and Carl - Real Talk for Real Financial AdvisorsUsing Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53
2021-02-1132 min
Concerning CAMsAccounting: How Associations are TaxedIn this episode we join Marc Whitfield, CPA, CFST, Mtax, who works with Stroemer and Company, LLC as a CPA and Tax Practice Leader. In this episode he guides listeners through the various aspects of taxation as it relates to Common Interest Realty Associations (CIRAs).Episode Notes:Host & Producer: Kevin S. Konecny, CAMEmail: Kevin@EducationPathways.bizWeb: http://www.educationpathways.bizGuest: Marc S. Whitfield, CPA, CFST, MtaxTax Practice LeaderPhone : 239-433-1002Email: MarcW@stroemercpa.comWeb: http://www...
2021-02-0212 min
Kitces and Carl - Real Talk for Real Financial AdvisorsAre Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 52
2021-01-2822 min
Kitces and Carl - Real Talk for Real Financial AdvisorsFighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 51
2021-01-1434 min
Kitces and Carl - Real Talk for Real Financial AdvisorsOvercoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 50
2020-12-3129 min
Kitces and Carl - Real Talk for Real Financial AdvisorsGetting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 49
2020-12-1737 min
Kitces and Carl - Real Talk for Real Financial AdvisorsWhy Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces & Carl Ep 48
2020-12-0326 min
Kitces and Carl - Real Talk for Real Financial AdvisorsGetting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47
2020-11-1926 min
Kitces and Carl - Real Talk for Real Financial AdvisorsTransitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46
2020-11-0522 min
NAPFA Nation Podcast"Productivity and Time Management for Mere Mortals" with Michael Kitces - Episode #09 of Mindset MasteryIn Episode #09 of Mindset Mastery, "Productivity and Time Management for Mere Mortals", Marie Swift speaks with speaker/author/advisor Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, Head of Planning Strategy for Buckingham Wealth Partners, co-founder of XY Planning Network, and a stakeholder in several additional offerings aimed at helping fiduciary financial advisors be more successful. In a nutshell: Michael Kitces is known for his boundless energy and omnipresence in the financial planning community. It seems like he is everywhere. How can this be? Does he ever sleep? Does he possess superhuman powers? Turns out t...
2020-11-0223 min
Kitces and Carl - Real Talk for Real Financial AdvisorsMaking Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45
2020-10-2231 min
Kitces and Carl - Real Talk for Real Financial AdvisorsStarting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 44
2020-10-0831 min
Kitces and Carl - Real Talk for Real Financial AdvisorsTalking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 43
2020-09-2441 min
Kitces and Carl - Real Talk for Real Financial AdvisorsOvercoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42
2020-09-1028 min
Kitces and Carl - Real Talk for Real Financial AdvisorsHelping Older Clients Stuck In Cash On The Sidelines: Kitces & Carl Ep 41
2020-08-2734 min
Kitces and Carl - Real Talk for Real Financial AdvisorsHow To Turn Your Advisor Marketing Content Into A(n Entire) Book: Kitces & Carl Ep 40
2020-08-1332 min
Kitces and Carl - Real Talk for Real Financial AdvisorsAvoid Writer's Block With Your Marketing By (Literally) Talking It Through: Kitces & Carl Ep 39
2020-07-3029 min
Kitces and Carl - Real Talk for Real Financial AdvisorsHow Do You Figure Out What You're Going To Create Content About?: Kitces & Carl Ep 38
2020-07-1633 min
Kitces and Carl - Real Talk for Real Financial AdvisorsFinding Your Focus Amidst The Draw To Do More 'Public Work' In A Mid-Career Crisis: Kitces & Carl Ep 37
2020-07-0227 min
Kitces and Carl - Real Talk for Real Financial AdvisorsHow Do You Protect Your Own Confidence As A Financial Advisor?: Kitces & Carl Ep 36
2020-06-1834 min
Annie Jennings PR AuthorExpertWireThe Tax GoddessOur guest today is Shauna Wekherlien, CPA, MTax, CTC, CTS, (aka The Tax Goddess) the owner of Tax Goddess Business Services, PC and one of the elite Certified Tax Coaches in the USA. As a Certified Tax Coach, Shauna is trained to lower your taxes to the bare legal minimum and [...]
The post The Tax Goddess appeared first on AuthorExpertWire Podcast.
2020-06-1700 minAnnie Jennings PR AuthorExpertWireThe Tax Goddess Helps Businesses Save BIGOur guest today is Shauna Wekherlien, CPA, MTax, CTC, CTS, (aka The Tax Goddess) the owner of Tax Goddess Business Services, PC and one of the elite Certified Tax Coaches in the USA (1 of just 5 in Arizona). As a Certified Tax Coach, Shauna is trained to lower your taxes [...]
The post The Tax Goddess Helps Businesses Save BIG appeared first on AuthorExpertWire Podcast.
2020-06-1000 min
Kitces and Carl - Real Talk for Real Financial AdvisorsFavorite Questions To Ask A Prospective Client To Build Trust In The First Meeting: Kitces & Carl Ep 35
2020-06-0426 min
Kitces and Carl - Real Talk for Real Financial AdvisorsAre We Making Financial Advice & Portfolios More Complex Than They Need To Be?: Kitces & Carl Ep 34
2020-05-2137 min
Kitces and Carl - Real Talk for Real Financial AdvisorsTriaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 33
2020-05-0733 min
Kitces and Carl - Real Talk for Real Financial AdvisorsCommunicating Triggers And Breaking The News The Plan Has To Change: Kitces & Carl Ep 32
2020-04-0935 min
Kitces and Carl - Real Talk for Real Financial AdvisorsMaintaining Personal Advisor Wellness In Times Of Market Stress: Kitces & Carl Episode 31
2020-03-2627 min
Kitces and Carl - Real Talk for Real Financial AdvisorsConveying Rational Overconfidence In Talking To Clients About Coronavirus Fears: Kitces & Carl Ep 30
2020-03-1937 min
Kitces and Carl - Real Talk for Real Financial AdvisorsThe Epidemic of Spending at Unsustainable Rates: Kitces & Carl Ep 29
2020-03-1230 min
Maximum AdvisorMichael Kitces on the Power of Content MarketingThis week on the Maximum Advisor Podcast host Chip Munn is joined by Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CAS. Michael is the Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $2.0 billion of client assets. Listen in now as Chip and Michael dive into a riveting discussion on topics like content creation, industry networking, and relationship building. Some of the most valuable conversations this episode include: Why content marketing is the secret to prospecting for the introverted advisor; allowing you to pr...
2020-03-1053 min
Kitces and Carl - Real Talk for Real Financial AdvisorsEmail Productivity Hacks And Getting More Done In Your Day: Kitces & Carl Ep 28
2020-02-2727 min
Kitces and Carl - Real Talk for Real Financial AdvisorsHandling The 'Required Minimum' Conversation Without Being Awkward: Kitces & Carl Ep 27
2020-02-1330 min
Kitces and Carl - Real Talk for Real Financial AdvisorsTalking Clients Out Of The Bunker Portfolio: Kitces & Carl Ep 26
2020-01-3041 min
Kitces and Carl - Real Talk for Real Financial AdvisorsThe Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces & Carl Ep 25
2020-01-1624 min
Gym Business Coach Podcast85: Stop Overpaying The IRS With Shauna WekherlienIn this episode, Tim and Randy will have a conversation with the Tax Goddess herself, Shauna Wekherlien. Shauna is a CPA, MTax, CTC, CTS, and the owner of Tax Goddess Business Services, PC. She is a Certified Public Accountant (AZ), has her Master’s Degree in Taxation from Arizona State University, and is one of the elite Certified Tax Coaches in the USA (1 of just 5 in Arizona). As a Certified Tax Coach, she is trained to lower her clients’ taxes to the bare legal minimum and is in the top 1% of tax strategists in the US. She is als...
2020-01-0945 min
Kitces and Carl - Real Talk for Real Financial AdvisorsImproving Work-Life Balance In 2020 And Giving Yourself Permission To Rest: Kitces & Carl Ep 24
2020-01-0230 min
Kitces and Carl - Real Talk for Real Financial AdvisorsFollowing Through On Your Business Creativity By Saying 'Yes' And Figuring It Out Later: Kitces & Carl Ep 23
2019-12-1924 minKitces and Carl - Real Talk for Real Financial AdvisorsSimplifying Your Life By Building Habits And Kitces Travel Tips: Kitces & Carl Ep 22
2019-12-0521 min
Kitces and Carl - Real Talk for Real Financial AdvisorsDo You Have To Build Confidence Before Taking Action, Or Take Action To Build Confidence?: Kitces & Carl Ep 21
2019-11-2131 min
Kitces and Carl - Real Talk for Real Financial AdvisorsIs A Fiduciary Requirement Necessary When Acting In Clients' Best Interests Is Good Business Anyway?: Kitces & Carl Ep 20In our 20th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards discuss why a fiduciary rule is necessary even though acting in your client's best interests is already "good business" in the long run, how real financial advisors are at a competitive disadvantage against those who really are just out to make the next buck as quickly as possible, and how advisors have a duty to spread the word about what it means to be a fiduciary.
2019-11-0723 min
Kitces and Carl - Real Talk for Real Financial AdvisorsIs Any Financial Advisor Business Model Truly Conflict Free?: Kitces & Carl Ep 19In 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 face when determining where to draw the line between a 'manageable' conflict of interest and one that is 'unmanageable.'
2019-10-2439 min
Kitces and Carl - Real Talk for Real Financial AdvisorsTalking Clients Off The Ledge From 'Scary' Markets: Kitces & Carl Ep 18In our 18th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards extend their last podcast and look at communication strategies advisors can use to set the stage for helping clients actually make better decisions after 'talking them off the ledge', using a three-part pyramid framework: the Plan, at the foundation of the pyramid (representing the financial plan itself that was developed around the client's personal values and goals); the Process, in the middle (i.e., the method whereby an advisor helps their client determine how those values and goals will become reality); and the...
2019-10-1035 min
Kitces and Carl - Real Talk for Real Financial AdvisorsResponding With Empathy When Clients Call About "Scary" Markets: Kitces & Carl Ep 17In our 17th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards talk about the importance (and challenges) of responding with empathy to clients who are upset or afraid. Because even though research in behavioral finance has helped us better understand the natural human proclivity to make irrational decisions, especially in times of stress and fear, the objectivity with which these paradigms have been created has perhaps unwittingly made it too easy for advisors to judge their clients for their impulsiveness, and subsequently become dismissive of what are normal and understandable reactions to stress. And...
2019-09-2627 min
Kitces and Carl - Real Talk for Real Financial AdvisorsHelping Clients Understand What It Really Means To Retire: Kitces & Carl Ep 16In our sixteenth episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards explore different ways advisors can frame their conversations with clients when helping them envision and plan for a retirement they can actually look forward to, how to integrate relevant "what if" scenarios for a client that can help them truly understand the range of options available that they may not have otherwise thought possible, and practical ways to ask questions in a way that probes what clients love to do, what excites them, and what brings them joy – which, in turn, can spark re...
2019-09-1227 min
Kitces and Carl - Real Talk for Real Financial AdvisorsWhy Are We So Afraid To Just Listen: Kitces & Carl Ep 15In our 15th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss the value of really listening to clients, and how, by simply talking less and listening more in client meetings, an advisor can improve the chances that a client will stick to their plan.
2019-08-2924 min
Kitces and Carl - Real Talk for Real Financial AdvisorsProjection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14In our 14th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards explore the various functions that a physical financial plan deliverable plays in the financial planning (and client relationship trust-building) process, share their viewpoints on how written financial plans can be used effectively to help clients, and discuss what ultimately matters most for clients, regardless of whether their financial plan is one page or requires a 2" binder and color-coded tabs.
2019-08-1546 min
Kitces and Carl - Real Talk for Real Financial AdvisorsThe Better Way To Send Market (And Other) Commentary Emails To Clients: Kitces & Carl Ep 13So, in our (lucky) 13th episode, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss why it's important to send regular commentary, provide a specific example of an easy and effective way to let clients know that you are thinking about them and their challenges, and why it matters so much that it ultimately comes from you (versus any number of white-labeled, off-the-shelf offerings).
2019-08-0134 min
Kitces and Carl - Real Talk for Real Financial AdvisorsCommunicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 12For our 12th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss if sending market commentary to clients actually helps solve any problems (or if it's just a relic of a product-centric industry), what sorts of clients benefit the most from proactive communication (and why), and ultimately, why sending investment market commentary to clients may be a good thing to do… even if the majority of your clients never even read it!
2019-07-1831 min
Kitces and Carl - Real Talk for Real Financial AdvisorsWhat Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11In our eleventh episode of "Kitces & Carl", Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss the roots of various industry titles, why you might want to break the mold and call yourself something completely different (or not), and why the choice ultimately boils down to whether or not what you call yourself resonates with your target clientele.
2019-07-0429 min
Kitces and Carl - Real Talk for Real Financial AdvisorsTransitioning Long-Standing Clients To Create Room To Grow: Kitces & Carl Ep 10In our tenth episode of "Kitces & Carl", Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss some reasons you may need to start transitioning long-standing clients (some of whom may have given you a shot early on when no one else would, but consequently pay you far less than what it takes to service them) to make room so you can help others, some practical steps for communicating such a transition to those clients, and why arguably it's your duty to do so… in order to ensure that all of your clients are getting the le...
2019-07-0336 minKitces and Carl - Real Talk for Real Financial AdvisorsHow Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces & Carl Ep 09In our ninth episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss why some advisors wind up being unhappy in an otherwise "successful" practice, how some advisors have maximized their happiness by being intentional about building their business the way they want - or even "right-sizing" the advisory practice if necessary – and a few actionable ideas for advisors to do the same.
2019-07-0238 min
Kitces and Carl - Real Talk for Real Financial AdvisorsWhat Would You Do With Your Time If You COULD Be More Productive As A Financial Advisor?: Kitces & Carl Ep 08In our eighth episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss how financial advisors are spending their time, strategies that can help advisors focus more on what they're best at… and what might be accomplished by increasing your business (and personal) efficiency in the first place.
2019-07-0134 min