health coaches

The Michael Kitces Podcast – A Great Resource for Financial Advisors

By Anne Carpenter 4 April, 2023 3 mins read

You might have heard of the Michael Kitces podcast. Michael Kitces hosts it, a podcast that celebrates financial advisor success. Interviews are given by experts such as Anna N'Jie Konte (James Bogart) and Anna N'Jie Konte (some of the best financial advisors around). It is a great resource that will help you find the best advice to suit your business.

Michael Kitces

Michael Kitces is a financial advisor and co-founder of XY Planning Network. Kitces also produces the Kitces & Carl podcast which has a loyal following in the community of financial advisors. Kitces, a self-proclaimed lifelong learner who holds degrees in accounting, finance, and taxation and is a Chartered Financial Consultant.

His podcast is designed to assist financial advisors in becoming successful. Episodes feature stories from successful financial advisers. They also dive deep into the inner workings in the advisory industry. He also co-founded AdvicePay Network (a blog for advisors) and XY Planning Network (a blog for them).

Carl Richards

Carl Richards and Michael Kitces discuss the importance of incorporating relevant "what if" scenarios into the financial planning process. They discuss the importance of trusting and communicating with clients in order to keep clients engaged and confident. This podcast can be of benefit to any investor, whether you're a financial advisor or simply interested in learning more about investing.

Carl Richards, a Certified Financial Planner, is also a Financial Advisor Communication Expert. He has written two books and a New York Times sketch column. 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 "cofounder" as well as "cocreator". These two terms are essentially synonymous. In Anna's world they are different. Anna is a first generation American and started 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. She decided to leave the company she was employed at and start her own business. She realized that podcast appearances could be leveraged to reach more people. She realized that the key to success in the financial world is taking risks.

Stacey McKinnon

Stacey McKinnon manages Morton Capital as Chief Operating officer. Morton Capital is an independent RIA based in Los Angeles. Her company has 50 employees and is responsible for managing nearly $2Billion 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. 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 stresses the importance of culture fit and personality when she talks about hiring. She believes that hiring for your personality is the best way for trust to be built and a team.

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 talks about the seismic shift in financial service from advice-centric to 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. To break into the industry, young advisors had to sell products to their peers and work for larger firms with wealthier clients. They also have to meet AUM requirements, which means they have to be a part of a large firm.

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FAQ

What's the difference between a life coach and a therapist?

A life coach is there to help you make better decisions and live a better existence. They can help you improve your relationships and learn how to manage emotions. The goal of the program is to not only make people feel good, but to also help them learn how to do it themselves.

A therapist is trained to assist people who are struggling with emotional issues like depression, anxiety, and even trauma. Therapists are trained to understand these problems and provide specific treatments for each issue.

Although life coaches may work with individuals, many don't have the formal training required to treat mental disorders. Most life coaches have experience with individuals with anxiety, depression, or other psychological disorders.

What can a life coach do to help with anxiety?

It is important that you understand the existence of many anxiety disorders. Each person reacts differently to the exact same stimuli. The best way to approach an anxious client is by first identifying their type of anxiety.

This will help you create a plan to address their particular problem.

Life coaching, in general, helps people to take control of their lives.

Look into whether the coach is trained to help clients deal with these issues.

You should also check if the coach offers group counseling and workshop services.

This will allow you to meet with him or her regularly and discuss progress.

Ask about the qualifications and training of the coach.

What are the most effective life coaches?

Life coaches help us to understand our motivations and find the right path to reach them. They also give strategies to help overcome obstacles.

They enable us to set realistic goals for ourselves and track our progress towards these goals.

Life coaching helps people to become more aware of themselves and makes it easier for them to make better choices. It can also be used to help individuals improve their relationships, and deal with difficult situations more effectively.

Statistics

Life coaches rank in the 95th percentile of careers for satisfaction scores. (careerexplorer.com)
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)
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)

External Links

verywellmind.com

5 Differences Between Coaching and Psychotherapy

doi.org

ncbi.nlm.nih.gov

coachingfederation.org

Home - International Coaching Federation

How To

What does it mean to be a life coach?

Life coaches help people improve their lives with advice on personal growth, career guidance and relationship counseling. They also offer business coaching, financial planning and health & wellbeing.

Life coaches provide support and assistance to individuals looking for positive changes in their lives. A life coach can also help those who are struggling with anxiety, depression, addiction, grief and stress, loss, trauma, trauma, or any other issues.

Life coaches employ a variety techniques to help clients reach their goals. The most popular methods include motivational interviewing (MI), goal setting, self-reflection, assertiveness training, cognitive behavioral therapy, emotional intelligence, mindfulness meditation, and others.

Life coaching was developed as an alternative to traditional psychotherapy. While coaches typically cost less than therapists, they offer similar services. Life coaches may specialize in certain areas, such as parenting or love relationships. Some coaches are primarily focused on adults while others specialize in working with teens or children. Other coaches might be skilled in areas like education, nutrition, and fitness.

Coaching life includes the following: