Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
  • 4.7 (232)
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  • 半月一更

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.

  1. 1天前

    When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor

    In the 173rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle receiving the "soft no" after meeting with a client who seems like a great fit. For full show notes, see kitces.com and thesocietyofadvice.com.

    29 分钟

  2. 9月4日

    Scaling Financial Planning Client Affluence vs. Technology Efficiencies

    In the 172nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what research reveals as the key driver of productivity among financial advisors. For full show notes, see kitces.com and thesocietyofadvice.com.

    32 分钟

  3. 8月21日

    When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?

    In the 171st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss advisor burnout—and the hidden culprit that could be fueling it. For full show notes, see kitces.com and thesocietyofadvice.com.

    30 分钟

  4. 8月7日

    Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency

    In the 170th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how financial advisors can help clients navigate career uncertainty caused by AI disruption by focusing on actionable items, offering flexibility vs long-term growth, and being more proactive in planning strategies. For full show notes, see kitces.com and thesocietyofadvice.com.

    33 分钟

  5. 7月24日

    Is There A Future Of Financial Planning In The AI Era?

    In the 169th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards explore how AI is set to transform the roles advisors play and the unique value they provide in client relationships. For full show notes, see kitces.com and thesocietyofadvice.com.

    42 分钟

  6. 7月10日

    Do You Really Have To Go Deep With Every New Client In The First Meeting?

    In our 168th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it’s more effective to dive deep in the first client meeting or to focus on the immediate issue and reserve the more emotional conversations for future sessions. For full show notes, see kitces.com and thesocietyofadvice.com.

    36 分钟

  7. 6月26日

    Are Financial Advisors Less Happy When Working With HNW Clients?

    In our 167th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the complex emotions money can stir up—and how a client’s level of wealth can shape an advisor’s happiness in their own life. For full show notes, see kitces.com and thesocietyofadvice.com.

    37 分钟

  8. 6月12日

    Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain

    In our 166th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to help clients unlearn unhelpful lessons and shift from relying on luck-based decisions to making strategic, informed choices. For full show notes, see kitces.com and thesocietyofadvice.com.

    36 分钟
查看全部 173 集

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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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