20 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, 45 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
45 Ratings

45 Ratings

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!

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 :-)

LexiLuLu348 ,

Fix the audio

I’ve long been a fan of both Michael Kitces and Carl Richards; I read/listen to almost everything they put out and was very excited when I first saw this podcast. However, the poor audio quality makes it unbearable to listen to. Invest in some better equipment and I’ll be back!

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