Carl
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Kitces & Carl Ep 159: When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor
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New financial advisors often start with below-market fees – sometimes to build confidence that prospects will actually pay, other times to attract ...

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Kitces & Carl Ep 158: Should Prospects Be Allowed To Move Forward If They Don’t Want To Think It Over First?
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Many financial advisors approach prospect meetings with a mindset of giving potential clients ample space to consider the relationship before making any ...

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Carl Theodor Reiffenstein castle – Lines and Colors
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Weite Landschaft mit idealer rheinischer Burg (Wide landscape with an ideal Rhenish castle), Carl Theodor Reiffenstein, oil on canvas, 18 x 14 ...

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Historic Beer Birthday: Carl Dinkelacker
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Today is the birthday of Carl Dinkelacker (January 26, 1863-September 5, 1934). He was born in Böblingen, Landkreis Böblingen, Baden-Württemberg, ...

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Kitces & Carl Ep 156: How Are You Getting Value Out Of ChatGPT As A Financial Advisor?
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Since the emergence of Artificial Intelligence (AI) in the mainstream technological landscape, conversations about which areas of the financial planning ...

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Kitces & Carl Ep 155: How Do You Know You Are Adding Value Versus Just Trying To Justify Your Fees?
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While financial advisors offer valuable services for their clients, it can sometimes be challenging to gauge how much clients actually value those ...

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