54 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

    • Management
    • 4.6 • 123 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.

    Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54

    Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54

    • 29 min
    Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53

    Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53

    • 32 min
    Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 52

    Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 52

    • 22 min
    Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 51

    Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 51

    • 34 min
    Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 50

    Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 50

    • 29 min
    Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 49

    Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 49

    • 37 min

Customer Reviews

4.6 out of 5
123 Ratings

123 Ratings

TurningPointChi ,

Extremely helpful

Great episode. I am going to listen to it and and take notes.

Greg Furer ,

Best Podcast for Financial Advisors

This is like Michael Jordan vs Larry Bird for the financial advice industry. The two best thought leaders (although they both don’t like that title) in the industry come together to make a podcast that is bigger than both of them. Their two distinctive different approaches harmonize into pure gold you can take to implement immediately into your practice. You, your team and your clients will be better after listening to this. Thank you both for doing this!

Jim4Plans ,

Re: podcast & building resiliency

Michael & Carl:

First thing, I just discovered the “Kitces & Carl” podcast last week and have enjoyed every episode so far. Accidentally or by design I have been getting caught up by listening to the episodes, randomly rather than in order. Because of the topic flow, I’ve gone backwards a couple of times but it works.
Second thing, I cannot imagine the two of you doing this without the other; you’re a good fit for one another.
Finally, your “Building Resiliency” podcast really hit home with me in a huge and relevant way! I’ve had a happy lull in my career where all of my clients have been happy with me since 2008...until 2 years ago and 2 weeks ago. The good and the bad news is it’s the same person (UGH)! Thanks!

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