136 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 • 204 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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Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?
In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more advisors approach the age of retirement.
For full show notes, see kitces.com and thesocietyofadvice.com. -
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. -
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. -
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. -
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. -
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.
Customer Reviews
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!
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. :)
Wow, get to the point!
Lots of blather.