135 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 • 203 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.

    Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?

    Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?

    In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be expected to create career opportunities for up-and-coming advisors.
    For full show notes, see kitces.com and thesocietyofadvice.com.

    • 30 min
    Helping Clients Who Can't Ever Get To Enough

    Helping Clients Who Can't Ever Get To Enough

    In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it.
    For full show notes, see kitces.com and thesocietyofadvice.com.

    • 26 min
    Life-Changing Self Actualization—But How Do We Market It?

    Life-Changing Self Actualization—But How Do We Market It?

    In our 133rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss money, meaning, and what it's all for.
    For full show notes, see kitces.com and thesocietyofadvice.com.

    • 33 min
    What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects

    What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects

    In our 132nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the best way for advisors to get the word out about their services.
    For full show notes, see kitces.com and thesocietyofadvice.com.

    • 28 min
    What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?

    What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?

    In our 131st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss setting goals—and the "why" behind doing so.
    For full show notes, see kitces.com and thesocietyofadvice.com.

    • 37 min
    Helping Everyone You Can Vs Getting Paid What You're Really Worth

    Helping Everyone You Can Vs Getting Paid What You're Really Worth

    In our 130th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the advisor mindset that leads to more happiness.
    For full show notes, see kitces.com and thesocietyofadvice.com.

    • 31 min

Customer Reviews

4.7 out of 5
203 Ratings

203 Ratings

Mafia stacy ,

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!

Zamboni Z ,

Relatable. Entertaining. Highly valuable.

I had never listened to a podcast before this one. As an advisor there is so much value in here. So relatable and applicable and gives voice to our craft. Thank you. But…can someone remind Kitces he is using a mic…he doesn’t need to be one. :)

GCHR! ,

Wow, get to the point!

Lots of blather.

Top Podcasts In Business

Money Stuff: The Podcast
Bloomberg
In Good Company with Nicolai Tangen
Norges Bank Investment Management
Thoma Bravo's Behind the Deal
Thoma Bravo | Pod People
REAL AF with Andy Frisella
Andy Frisella #100to0
Money Rehab with Nicole Lapin
Money News Network
The Ramsey Show
Ramsey Network

You Might Also Like

Financial Advisor Success
Michael Kitces
The Perfect RIA
Matthew Jarvis & Micah Shilanski, Finance Rockstars
50 Fires: Money and Meaning with Carl Richards
Blind Nil Audio
Barron's Advisor
Barron's Advisor
XYPN Radio
XY Planning Network
The Long View
Morningstar