16 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, 32 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.

Customer Reviews

4.7 out of 5
32 Ratings

32 Ratings

Michael Reynolds ,

Love the show but Carl needs a headset

Hey guys! Love the show. Your knowledge and insights are incredibly valuable. Thank you for doing what you do. One nitpicky piece of feedback: Carl needs to get a headset or a decent microphone! He sounds like he’s just shouting into his computer speaker :-)

John P. CFP ,

Dynamic Duo of Advisory Business Consulting

Kitces and Carl each have made huge contributions to the financial advisor community individually but together their insights and discussions are outrageously valuable. This is a must listen for any advisor. Can’t thank these guys enough for putting this content out there!

Zman2005 ,

Every advisor should listen to this.

They’re like the yin and yang of the financial world.
Great insight from these two industry thought leaders.
Great show!

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