The Michael Kitces podcast might be something you've heard. It's a financial advisor success podcast, hosted by Michael Kitces. It features interviews with experts like Anna N'Jie Konte as well as top financial advisors from around the globe. It's an excellent resource to help you find the best advice for your firm.
Michael Kitces
Michael Kitces is a financial adviser and co-founder at XY Planning Network. Kitces is also the podcast producer for Kitces & Carl, which has a strong following within the financial advisor community. Kitces, a self-proclaimed lifelong learner who holds degrees in accounting, finance, and taxation and is a Chartered Financial Consultant.
His podcast is designed for financial advisors to succeed. These episodes include stories from successful advisors, and delve into the inner workings the advisory industry. He is the co-founder of AdvicePay and XY Planning Network as well as a blog.
Carl Richards
Michael Kitces, Carl Richards, and Michael Kitces talk about how important it is for financial planners to include relevant "what-ifs" scenarios. They discuss the importance of trusting and communicating with clients in order to keep clients engaged and confident. This podcast is for financial advisors and investors alike.
Carl Richards, a Certified Financial Planner, is also a Financial Advisor Communication Expert. He has authored two books and a popular sketch column in the New York Times. He is cohosting Kitces' podcast and also cohosts Behavior Gap Radio with Michael Kitces (financial planning guru).
Anna N'Jie-Konte
We've all heard the term "co-founder" and "co-creator" before. These two terms are in essence synonymous. However, Anna uses them to mean two different things. Anna is an American first-generation entrepreneur who built her business from scratch. She measures success by the satisfaction she gets from her work. She loves what she does and can't believe that she gets paid for it.
Anna wanted more freedom as she worked for a broker/dealer. She also wanted to spend more time with family. So she left the firm she was working for to start her own firm. She soon realized she could use podcast appearances as a way to reach more potential clients. She also realized that taking a risk is crucial in the financial world.
Stacey McKinnon
Stacey McKinnon serves as the Chief Operating Officer for Morton Capital, an independent RIA located in Los Angeles suburbs. More than 50 people work for her company, which has nearly $2B in AUM. Her career has been dedicated to creating an environment where people can thrive. She also believes strongly in positive leadership. McKinnon, a Lake Tahoe native, comes from a varied background. McKinnon has previously been a wedding coordinator, and she also owned a Pilates studio. She's climbed the corporate ladder to become Morton’s Chief Operations Officer.
Stacey's talk about hiring emphasizes the importance culture fit and personality. Stacey says that instead of trying to find a solution for everyone, hiring for one's personality is the best way build trust and build a community.
XY Planning Network
If you're looking for a great podcast about financial planning, Michael Kitces's XY Planning Network podcast is a great place to start. He's a respected industry leader and popular blogger. He discusses the seismic shift that has occurred in financial services from being advice-centric and product-centric.
The XY Planning Network is a new financial planning network for younger advisors, and he and his team are focused on fostering a new career path for young advisors. In the past, to break into the industry, young advisers have had to sell products to peers, and to work for firms that serve wealthier clients. They also have to meet AUM requirements, which means they have to be a part of a large firm.
FAQ
What do life coaches focus on?
It is the ability to help others develop their talents and strengths in order to achieve their goals.
Understanding their thinking, motivations, and mistakes will help you to understand them. To help them discover solutions to the problems they have.
To give them self-belief and confidence so they can take control of their lives.
To help them learn through their mistakes so that they can move forward.
Teach them how to be happier, healthier, more fulfilled, and more successful.
To encourage them to develop practical communication skills.
To help them build strong friendships.
To help them manage their time.
To help them understand how to motivate themselves and others.
To model leadership.
What are the responsibilities of a life coach?
A life coach helps individuals achieve their personal goals. He/she provides education on how to improve your health, nutrition, fitness or work/life balance, as well as advice about career development and relationships.
Clients should have a life coach to help them develop positive attitudes and goals for self-improvement.
A life coach's most important task is to provide support and encouragement. Although they don't know all the answers, they can help you ask questions and find solutions.
They will help you make the right decisions and move towards your goals.
What credentials are necessary to become a coach of life?
A life coach should have a good understanding of motivation, human nature, and psychology. They should understand how people think, behave and what motivates.
Life coaches are also expected to have excellent listening and communication skills. Additionally, they must have the ability to motivate clients.
Finally, a life coach must be flexible enough and willing to change his or her approach if necessary.
What is the average cost of a life coach?
Life coaches typically charge $100-$500 per session.
Depending on what coaching you want, the average time they spend on a client's cases is anywhere from two weeks to several years.
A typical fee includes an assessment and consultation, as well as weekly calls or Skype sessions to discuss progress or plan for the future.
As well as providing guidance and support, a life coach will help clients set goals, identify issues, develop strategies for overcoming obstacles and solve problems.
Statistics
- If you expect to get what you want 100% of the time in a relationship, you set yourself up for disappointment. (helpguide.org)
- People with healthy relationships have better health outcomes, are more likely to engage in healthy behaviors, and have a decreased mortality risk.1 (verywellmind.com)
- These enhanced coping skills, in turn, predicted increased positive emotions over time (Fredrickson & Joiner 2002). (leaders.com)
- Needing to be 100% positive and committed for every client regardless of what is happening in your own personal life (careerexplorer.com)
- This also doesn't mean that the give-and-take in a relationship is always 100% equal. (verywellmind.com)
External Links
How To
What questions should life coaches ask you?
Life coaching is a great way to help people become better at living by developing self-awareness, self-care, and positive change. It is a great profession for those who wish to make a difference in the lives of others.
Life coaches are trained to listen to clients and understand their problems. They then guide them towards solutions. They can provide guidance on any aspect of life, including relationships, finances, health, parenting, nutrition, spirituality, and personal development.
They can help to identify the issues that might be holding you back, and can also help you create strategies to overcome those obstacles.
A life coach could suggest ways to improve diet, exercise habits and social interactions.
A life coach can help you discover your path and give suggestions for getting started.
Some questions they may ask are:
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What do you desire from life?
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What is your first impression of the day?
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What would you like to be when you are fifty years old?
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Who do you admire? Why?
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What makes us happy?
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What does success for you look like?
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What are your fears about the future?
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What is your greatest strength
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What are some things you need to work on?
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What is one thing you wish you had known before you began your journey?
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What are the three things that you love to do?
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What are some things you are grateful for?
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What are your values
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What do you value most about yourself?
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What do you hate about yourself?
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Do you understand why you feel/act the way you do?
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Are you stuck at times?
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Have you ever felt depressed?
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What were your learnings from this experience
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What are other people saying about you?
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What do you think of yourself?
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What do you think others see of you?
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What do your family members and friends say about you.
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What has been your greatest challenge?
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What was the best piece you've ever heard?
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What was your biggest mistake?
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What are other people expecting of you?