143 episodes
Kitces and Carl - Real Talk for Real Financial Advisors Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
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- Business
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4.6 • 208 Ratings
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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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Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143
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. -
Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients
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. -
Creating The Space To Have More Meaningful Money Conversations With Clients
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. -
Are You Worrying About Scale Before You Even Have A Scale Problem?
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. -
When Have You Done 'Enough' For Clients (And How Do You Know)?
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. -
Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters
In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you consistently do—and would love to stop doing.
For full show notes, see kitces.com and thesocietyofadvice.com.
Customer Reviews
A must listen for advisors
This may be the most insightful and helpful podcast for advisors. There are others out there that are good, but they tend to be somewhat dogmatic and can often go on much too long. These two outstanding professionals come at the profession from very different perspectives, but I learn something I can use in almost every podcast. I can’t thank them enough for what they give to me as an advisor who is always looking to improve what I do for clients.
Secret of my Success
@carlsbluecouch is a serious Kitces & Carl fan girl. I have to say their podcasts and writing are 100% the reason my business is so successful. They are amazing!!
Great podcast, especially for a new financial advisor
I found this podcast to be very helpful as I continue growing my practice, especially after coming from an institutional background. A couple of months ago, I started with the first episode and listened to every single one on my daily walk. Now I have to wait 2 weeks for a new one!