Kitces and Carl - Real Talk for Real Financial Advisors

By: Michael Kitces MSFS MTAX CFP and Carl Richards CFP
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  • Summary

  • 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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Episodes
  • Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145

    Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145
    Aug 22 2024

    In our 145th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can communicate their planning style in their marketing before investing time in client meetings that may or may not lead to long-term engagement.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    32 mins
  • The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144

    The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144
    Aug 8 2024

    In our 144th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how fast growth can get in the way of working "lifestyle" hours—and what to do about it.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    29 mins
  • Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143

    Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143
    Jul 25 2024

    In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transitioning clients accustomed to a quantitative approach to financial planning.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    36 mins
Management Economics Personal Finance
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