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.
Dr. Travis Parry
Carson Group
FP Transitions and Integrated Partners
Pete Bush
Jim Martin, Gregg Gonzalez, Jeff Coplan & Brad Warhurst - Rainmakers
Mark Laing
Evergreen Financial Marketing
David Scranton
Paul Kingsman
Adam Holt and Derek Notman
Chip Munn
M&O Marketing
White Glove
financialadvisorsupport.com
Don Anders / Brian Theis
Brendan Frazier
Unified Trust
Impact Communications, Inc.
Bill Cates
Matt Ackermann
Christy Eduarte
Craig West
C
None
Reese Harper, CFP®
Top Advisor M
Joseph Lukacs
Daniel Sheehan
Top of the Table
Sten Morgan & Andy Traub
Seven Group
Jose Cortes
fmgsuite
Cuddly Home Advisors
CEG Worldwide
Maria-Mirabela Dafin
Matthew Eilers
Vanessa Lopez-Kopp&Lisa Hansen
John H. Curry and Steve Gordon
The Personal Coach
FiComm Partners
None
kyra & tay
ForeverBeauty Essentials
Minister Kesha Ellison
Cole Hanson
Advisor Group
Marina sanchez layos
The 401k Study Group
Glenda Beagle
That Makes Cents
Ambassador Advisors, LLC
The Pinnacle Group
Anne Le
Jessica Shea
Advisor Group
cegvideo
Mati Hughes
Ultimate Advisor
Mike Garrison
Evan J Mayer
eMoney & Benzinga
Brad Swineheart
PracticeLab podcast
Duncan MacPherson
Ross Marino
Shannon Spotswood
3xEquity
Elite Financial Advisors
Sean Kernan
Jason Brotsky
WealthVest
MassMutual
Advisor Group
Sean Kernan: CFP, Independent Financial Advisor and Blogger
None
401(k) Specialist Magazine
WealthManagement.Com
Whitney Shindelar and Brianna Glenn
Financial Planning
secret advisors
Christian Advisor
Drew Stotler
SmartPro Financial
Benjamin Ong
Vince Oldre
Derek Blackburn
Mara Elizabeth Grigg
Brad Johnson
Kurt Kersey
David DeCelle
Wesley Forster
Nico W Kleynhans
John Anderson and Heather Wilson
Gregory Douglass
Jonathan Kuttin
Ezzat Daniel Nesseim
Caprice Gibson
Matt Halloran, CRO at ProudMouth