health coaches

The Michael Kitces Podcast - A Great Resource For Financial Advisors

By Gloria Taylor 7 July, 2023 3 mins read

You may have heard of the podcast Michael Kitces. Michael Kitces hosts this podcast on financial advisor success. You will hear from experts such as Anna N'Jie Konte or James Bogart, and also interviews with some of the top financial advisors in the world. It's a great resource to help you get the best advice for your business.

Michael Kitces

Michael Kitces is a financial adviser and co-founder at XY Planning Network. Kitces also produces the Kitces & Carl podcast which has a loyal following in the community of financial advisors. Kitces is a self-described "lifelong learner" and holds degrees and certifications in accounting, finance, taxes, and financial planning.

His podcast aims at helping financial advisors succeed. The podcast's episodes feature stories of successful financial advisors. It also takes a deep dive into how the advisory community works. He also co-founded AdvicePay Network (a blog for advisors) and XY Planning Network (a blog for them).

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 also discuss the importance communicating and building trust with clients in order for them to remain 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 is a Certified Financial Advisor and a Financial Advisor Communication Specialist. He has published two books as well as a New York Times popular sketch column. In addition to cohosting the Kitces podcast, he is the cohost of the Behavior Gap Radio podcast and co-hosts it with financial planning guru Michael Kitces.

Anna N'Jie-Konte

We've all heard the term "co-founder" and "co-creator" before. These terms are often used interchangeably. In Anna's world they are different. Anna is a first-generation American who started her own business from scratch. She measures success based on the satisfaction she receives 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 discovered that podcast appearances were a great way to reach new prospects. She realized that it was crucial to take a chance in the financial industry.

Stacey McKinnon

Stacey McKinnon, Chief Operating Officer of Morton Capital is an independent RIA in Los Angeles' suburbs. With more than 50 employees, her firm has an AUM of nearly $2 billion. She is passionate about creating environments that allow people to flourish and believes in the power of positive leadership. McKinnon is a Lake Tahoe native with a varied background. She was previously a wedding coordinator. She has risen up the corporate ladder to become Morton’s Chief Operating Officer.

Stacey emphasizes the importance personality and culture fit when talking about hiring. 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

Michael Kitces's XY Planning Network podcast makes a great podcast for financial planning. He's an industry thought leader and a popular blogger. He talks about the seismic shift in financial service from advice-centric to product-centric.

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, to break into the industry, young advisers have had to sell products to peers, and to work for firms that serve wealthier clients. AUM requirements also apply, meaning they need to be part of large firms.

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FAQ

What will I gain from my life coach session?

During your first session of life coaching, we will talk about your goals and needs. Then we'll discuss your goals and identify the obstacles to reaching them. Once we have identified any problems, we can create a plan that will help you reach them.

We will check in every month to make sure things are moving according to plan. Let us know if you have any concerns.

We are here as your guide throughout this process. You will always feel like we are there for you.

A life coach can help with anxiety.

It's important to understand that many types of anxiety disorders exist. Each person reacts differently to the exact same stimuli. First, identify your client's type of anxiety. This is the best way to approach them.

This will allow for you to design a treatment plan specific to your client's needs.

Life coaching can help people take control and manage their lives. This is why it is so useful for those who struggle with stress, anxiety, and other relationship issues.

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

You should also verify if the coach offers services such as group counseling and workshops.

You can meet regularly with your loved one to discuss the progress and make improvements.

Also inquire about the credentials of the coach and their training.

What qualifications are required to become a life coach

A successful life coach must understand human nature, motivation, and psychology. They also need to understand how people think and behave, and they should know what motivates them.

A successful life coach must also possess counseling, listening, and communication skills. Furthermore, the life coach must know how motivate clients to keep them on track.

Finally, successful life coaches should be flexible enough to adapt their approach whenever necessary.

Statistics

80 percent of respondents said self-confidence improved, 73 percent said relationships improved, 72 percent had better communication skills, and 67 percent said they balanced work and life better. (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)
According to ICF, the average session cost is $244, but costs can rise as high as $1,000. (cnbc.com)
Needing to be 100% positive and committed for every client regardless of what is happening in your own personal life (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

doi.org

coachingfederation.org

International Coaching Federation

ncbi.nlm.nih.gov

tonyrobbins.com

How To

What does a life coach do?

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.

Individuals who want to make positive life changes can get support from a life coach. They may also guide those struggling with depression, anxiety, addiction, grief, stress, trauma, loss, etc.

Life coaches use many techniques to help clients realize 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 is a form of psychotherapy that offers a more holistic approach to life. 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.

There are many benefits to life coaching.