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Kitces and Carl - Real Talk for Real Financial Advisors: Daily Summaries Delivered
by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 6 days ago34 min
Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195
In the 195th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between proactive and reactive client communication. For full show notes, see kitces.com and thesocietyofadvice.com.
- 2 weeks ago38 min
Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl Ep 194
In the 194th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the ongoing debate surrounding fear-based marketing tactics. For full show notes, see kitces.com and thesocietyofadvice.com.
- Jun 25, 202632 min
When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl Ep 193
In the 193rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the challenge of motivating clients to take difficult but necessary action toward their goals. For full show notes, see kitces.com and thesocietyofadvice.com.
- Jun 11, 202632 min
Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl Ep 192
In the 192nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can stay creative without losing sight of the business side of things. For full show notes, see kitces.com and thesocietyofadvice.com.
- May 28, 202635 min
Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple: Kitces & Carl Ep 191
In the 191st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to navigate working with couples when one partner is checked out. For full show notes, see kitces.com and thesocietyofadvice.com.
- May 14, 202631 min
The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?: Kitces & Carl Ep 190
In the 190th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence could reshape the industry—and why one possible outcome may not be as appealing as it seems. For full show notes, see kitces.com and thesocietyofadvice.com.
- Apr 30, 202643 min
Navigating Change Fatigue With And While Serving Clients: Kitces & Carl Ep 189
In the 189th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support and guide clients when things feel uncertain. For full show notes, see kitces.com and thesocietyofadvice.com.
- Apr 16, 202638 min
The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188
In the 188th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what steps advisors can begin taking today to position themselves for a successful sale in the future. For full show notes, see kitces.com and thesocietyofadvice.com.
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About Kitces and Carl - Real Talk for Real Financial Advisors
A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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