Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl 192
When building a financial planning firm (or any business), there is a tension between personalization and optimization. On the one ...
Tuesday, June 16, 2026
Tag: Carl
Challenges In Engaging The Disengaged Spouse Of A Client Couple: Kitces & Carl 191
In modern financial planning, there is an increased emphasis on engaging both partners in a client couple; reasons for this ...
Quote of the day by Carl Jung: “Loneliness does not come from having no people around, but from being unable to communicate the things that seem important to oneself, or from holding certain views which others find inadmissible.”
Carl Jung set down this sentence in the 1950s, late in his working life, when the bulk of his clinical ...
The Advisor Talent Shortage: Will AI Solve… Or Exacerbate It?: Kitces & Carl 190
Roles in the financial planning profession have always been molded in dialogue with the technology available; with each generation comes ...
The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl 188
Advisors approaching retirement often face a fundamental planning challenge: how to convert the value of their firm into a reliable ...
Communicating The Value Of Financial Planning That Clients Don’t Come For In The First Place: Kitces & Carl 186
Financial advisors often describe their value in terms of investment performance, tax efficiency, or comprehensive planning. Yet, when asked what ...
Helping Retired Clients To Actually Start Spending And Enjoying Their Money: Kitces & Carl Ep 178
Entering retirement often signals a profound shift in an individual's philosophy, time, and goals. This new chapter is a culmination ...
Ways To Say No To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
As financial advisors progress in their careers (and lives), their attention is often pulled in many directions as opportunities present ...
Carl Icahn returns to a familiar sector — auto repair —as he builds a 15% stake in Monro
Monro Auto Service in Derby, CT.Source: Google EarthCompany: Monro (MNRO)Business: Monro, formerly Monro Muffler Brake, is engaged in the provision ...
Auto repair chain Monro soars after Carl Icahn takes 15% stake
Carl Icahn speaking at Delivering Alpha in New York on Sept. 13, 2016.David A. Grogan | CNBCBillionaire investor Carl Icahn ...
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