Kitces and Carl - Real Talk for Real Financial Advisors
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.
A must listen for advisors
Jul 8
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
Jun 28
@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
10/28/2023
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.
04/27/2023
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. :)
About
Information
- CreatorMichael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
- Years Active2019 - 2024
- Episodes149
- RatingClean
- Show Website