92 episodes

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.

Kitces and Carl - Real Talk for Real Financial Advisors Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

    • Business
    • 4.7 • 167 Ratings

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.

    When Clients Want Certainty You Just Can't Give Them: Kitces & Carl Ep 92

    When Clients Want Certainty You Just Can't Give Them: Kitces & Carl Ep 92

    • 33 min
    Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91

    Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91

    • 40 min
    Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces & Carl Ep 90

    Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces & Carl Ep 90

    • 36 min
    From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89

    From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89

    • 32 min
    Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88

    Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88

    • 32 min
    Balancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces & Carl Ep 87

    Balancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces & Carl Ep 87

    • 37 min

Customer Reviews

4.7 out of 5
167 Ratings

167 Ratings

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Anything less than 5 🌟s is ridiculous

Enjoy listening to Michael and Carl’s perspectives and advice. Top notch information and they seem to be truthful and genuine about what they believe. Doesn’t sound scripted. Great podcast and anyone that gives less than 5 stars shouldn’t be listening anyways.

PhillyDZ11 ,

A must for Financial Planners

This podcast is a must listen to if you are serious about being a Financial Planner. Each and every podcast provides value.

Monkey cheese llama ,

A must for financial planners

If you’re a financial planner and not listening to this regularly, you’re cutting yourself short.

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