coaching careers

The Michael Kitces Podcast is a great resource for financial advisors

By Andrea Ell 19 April, 2023 3 mins read

You might have heard about the Michael Kitces podcast. Michael Kitces hosts the podcast. It is a podcast about financial advisor success. It features interviews with experts like Anna N'Jie Konte as well as top financial advisors from around the globe. It is a great resource that will help you find the best advice to suit your business.

Michael Kitces

Michael Kitces, a financial advisor, is the co-founder and CEO of XY Planning Network. He is also the producer of the Kitces & Carl podcast, which has gained a solid following in the financial advisor community. A self-proclaimed lifelong learner, Kitces has earned degrees in taxation, finance, and accounting and has a Chartered Financial Consultant (ChFC) designation.

His podcast is designed for financial advisors to succeed. The podcast's episodes feature stories of successful financial advisors. It also takes a deep dive into how the advisory community works. 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 (Michael Kitces) discuss how it is important to incorporate "what if?" scenarios in financial planning. They also talk about the importance of building trust and communicating with clients to ensure that clients remain confident and engaged. Whether you are a financial advisor or just want to learn more about investing, you can benefit from this podcast.

Carl Richards is a Certified Financial Planner and a Financial Advisor Communication Expert. He is the author of two books, as well as a popular column in The New York Times. Along with hosting the Kitces podcast, Michael Kitces is also the cohost of Behavior Gap Radio and co-hosts it together.

Anna N'Jie-Konte

We have all heard the terms "co-founder" or "co-creator" before. These two terms are almost synonymous. They mean something different in Anna's mind. Anna is a first-generation American woman who created her own business. She measures success by how satisfied she is with her work. She loves what her job is and can't believe how much she gets paid.

Anna wanted more freedom as she worked for a broker/dealer. She also wanted to spend more time with family. Anna left the broker-dealer she worked for to open her own business. Then she saw that she could leverage podcast appearances to reach more prospects. She realized that the key to success in the financial world is taking risks.

Stacey McKinnon

Stacey McKinnon serves as the Chief Operating Officer for Morton Capital, an independent RIA located in Los Angeles suburbs. The firm has over 50 employees and manages almost $2 billion in AUM. She's committed her career to creating environments where people thrive and has a strong belief in the importance of positive leadership. McKinnon hails from Lake Tahoe in Northern California and has many diverse experiences. She's previously worked as a wedding coordinator and operated a Pilates studio. She's climbed the corporate ladder to become Morton’s Chief Operations Officer.

Stacey stresses the importance of culture fit and personality when she talks about hiring. Instead of looking for a "one size fits all" solution for everyone, she says hiring for personality is the best way to build trust and build a team.

XY Planning Network

Michael Kitces's XY Planning Network podcast, which is a podcast about financial planning, is a great place for you to start. He's an industry thought leader and a popular blogger. He discusses the shift from being product-centric to becoming advice-centric in financial services.

The XY Planning Network is a network of financial planners for younger advisors. He and his team are focusing on creating a new career path. In the past, advisors of any age had to sell their products to others and work in firms with wealthy clients to make it into the industry. AUM requirements mean that they must be part a large firm.

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FAQ

How can I tell if I have a life coach I need?

If you feel like you're not living up to your potential, you could likely benefit from some extra help. You may be a failure if you have attempted to achieve something before. Or maybe you have trouble sticking with a goal long enough to see results.

Stress-related burnout is a condition where you have difficulty managing all aspects of your life, including work, family, friends and finances.

These challenges can be overcome by life coaches.

What should I expect when I first meet with a life coach

The typical time it takes to meet with a Life Coaching Coach is approximately one hour. You will meet your coach face to face for the first time.

This is where your coach will get to know you and ask about your current situation. This information will help them tailor their approach to suit you.

You might be asked to complete a questionnaire so that your coach can clearly understand who you are and what's important to you.

Your coach will provide a summary of their services and discuss their fees at the end your first meeting. Together, you will choose the one that suits you best.

What are the steps of life coaching?

Coaching is more than helping people solve problems. It's about helping them find their passions and use these passions to make a difference in the lives of others.

Coaching can help you find what is most important and give you the tools to live the life you desire. You can use it to take control over your future and discover who you really are.

Coaching can also help you to understand yourself and others. These are essential traits for healthy relationships. Coaching gives you tools that will help make you a better parent or friend.

What are some of the benefits of working with a life coach

A life coach can help you live a happier life by helping to achieve your goals, overcome obstacles, and change your habits so that you are more fulfilled.

A life coach helps people to improve their self-awareness and confidence, increase productivity, improve relationships, and motivate themselves.

A life coach will help you prosper!

What number of clients should a coach have?

The most important thing for you as a coach is to develop yourself. You must always strive to improve yourself. You will always be available to assist others.

Your goal is to build a solid business by building a strong foundation. First, understand your unique personality and how you work best.

Once you have a clear understanding of your motivations, you can use them to motivate clients and colleagues.

It is important to have at most 5-10 clients. However, if your business is doing well, you may have over 100 clients.

Statistics

According to relationship researcher John Gottman, happy couples have a ratio of 5 positive interactions or feelings for every 1 negative interaction or feeling. (amherst.edu)
According to a study from 2017, one of the main reasons for long-term couples splitting up was that one of the partners was no longer showing enough affection and attention to the other. (medicalnewstoday.com)
According to ICF, the average session cost is $244, but costs can rise as high as $1,000. (cnbc.com)
Life coaches rank in the 95th percentile of careers for satisfaction scores. (careerexplorer.com)
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)

External Links

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How To

What is a life coach, and how do they help?

A life coach can help you improve your life by giving advice on career planning, personal development, relationship counseling and business coaching.

A life coach is someone who can provide guidance and support to people who are trying to make positive changes. They might also be able to help people who struggle with depression, anxiety or addiction, grief, trauma and loss.

Life coaches use many techniques to help clients realize their goals. Motivational interviewing (MI), goal-setting, self-reflection and assertiveness training are some of the most popular techniques.

Life coaching was developed as an alternative to traditional psychotherapy. Although they charge less than therapists, coaches offer the same services. Life coaches can specialize in particular areas like parenting or love relationships. Some coaches specialize in working only with adults, while others focus on helping children or teenagers. Other coaches may have expertise in other areas such as sports performance, fitness, nutrition, or education.

Life coaching has many benefits: