Episodes

  • Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146

    Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146
    Sep 5 2024

    In our 146th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients try to educate themselves about finance online—but come away with misinformation.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    30 mins
  • 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
  • Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142

    Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142
    Jul 11 2024

    In our 142nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss impactful questions to ask clients in order to create deeper conversations and deeper connections.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    46 mins
  • Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141

    Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141
    Jun 27 2024

    In our 141st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the powerful questions to ask clients in order to create impactful conversations about money.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    39 mins
  • Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140

    Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140
    Jun 13 2024

    In our 140th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what's likely behind the common problem of advisors prematurely worrying about scale.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    29 mins
  • When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139

    When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139
    May 30 2024

    In our 139th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when you offer "enough" value to clients that it's no longer necessary to keep doing and learning more.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    30 mins