When Does Your Career Transition From Saying "Yes" To Opportunities, To "No" - Kitces & Carl Ep 137

In our 137th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the most important factor that determines an advicer’s eventual success, issues that can arise from early-stage dynamics in their career, and strategies to implement once they’ve reached their own professional capacity.
For more, see www.kitces.com... and www.thesociety...
The Benefits Of Having A “Stop-Doing List” [2:50]
Why Saying “Yes” To Opportunities Makes Sense Early In A Career [8:50]
How Newer Advisory Firm Owners Can Navigate The Need To Generate Revenue Without Compromising Their Future Growth [13:28]
The Benefits Of Choosing A Client Niche Early On [19:01]
What The ‘Yes-No’ Response Curve Looks Like [22:50]
Building The Confidence To Be Able To Say “No” [26:36]
The Value Of Saying “I Don’t Know” [30:20]

[@tylerklepek4716]

Alright I absolutely loved this episode. This is my exact situation I am weaving through and it is very relatable to all advisors at different levels.
I think the flexibility of you guys starting on a topic, finding something really interesting, and taking a left turn is super unique. I love that.
It feels more like a journey than a rubric of a strict topic. Thats makes it so much more intellectually stimulating in my opinion. Digging into the nuance versus the talking points many have heard on some level.
The conversations are organic and authentic. This is my favorite pod. Keep it up Kitces and Carl. You guys are awesome.

[@Tom-xz2tv]

Best timing ! I'm 23 and I'm close to quit my well paid job that I don't like to become a financial advisor. I've an interview next week to become a financial sells person. I'm not a big fan at all of this king of job but it's very difficult to find a fair advisory firm and I just want to get my CFP. Don't know what to do...

[@robertyoung3664]

Which state do you live in? I recommend finding a well established Wealth management firm and work your way up. Making the wrong move can be a career ender but thisbis a fantastic business IF you do it right.

[@tylerklepek4716]

This is going to be awesome episode! 🍿

[@MichaelKitces]

@Tyler Will be curious to hear what you think once you get through it! :)