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

Discover

Podcast Features
Your all-in-one podcasting solution.

Blog to Podcast
Turn your blog into an engaging podcast.
Livestream
High-performing audio live, without limits.

Podcast Studio
Easy-to-use audio recorder app.
Podbean AI
AI-Enhanced Audio Quality and Content Generation.

Podcast App
The best podcast player & podcast app.

Ads Marketplace
Join Ads Marketplace to earn money
through sponsorship on your podcast.

PodAds
Manage your ads with dynamic ad insertion capability.
Apple Podcasts Subscriptions Integration
Effortlessly publish and manage exclusive episodes for your
Apple Podcasts subscribers directly from Podbean.
Live Streaming
Receive livestream rewards from your audience and earn
recurring income from your Fan Club membership.

All Arts Business Comedy Education
Fiction Government Health & Fitness History Kids & Family
Leisure Music News Religion & Spirituality Science
Society & Culture Sports Technology True Crime TV & Film
Live

How to Start a Podcast
How to Start a Live Podcast
How to Monetize a podcast
How to Promote Your Podcast
How to Use Group Recording

Log in
Start your podcast for free

Podcasting
Monetization
Advertisers
Enterprise
Pricing
Discover

Log in

Sign up free

Kitces and Carl - Real Talk for Real Financial Advisors

Business:Management

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

2024-02-08

Download Right click and do "save link as"

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.

view more

More Episodes

What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151

2024-11-14

When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150

2024-10-31

Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149

2024-10-17

Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148

2024-10-03

Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147

2024-09-19

Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146

2024-09-05

Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145

2024-08-22

The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144

2024-08-08

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

2024-07-25

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

2024-07-11

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

2024-06-27

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

2024-06-13

When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139

2024-05-30

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

2024-05-16

When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137

2024-05-02

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

2024-04-18

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

2024-04-04

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

2024-03-21

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

2024-03-07

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

2024-02-22

←
1
2
3
4
5
6
7
8
→

012345678910111213141516171819

Get this podcast on your
phone, FREE

Download Podbean app on App Store

Download Podbean app on Google Play

Create your
podcast in
minutes

Full-featured podcast site
Unlimited storage and bandwidth
Comprehensive podcast stats
Distribute to Apple Podcasts, Spotify, and more
Make money with your podcast

Get started

It is Free

Podcast Services
MONETIZATION & MORE
KNOWLEDGE BASE
Support
Podbean

Privacy Policy
Cookie Policy
Terms of Use
Consent Preferences
Copyright © 2015-2024 Podbean.com