47 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

    • Management
    • 4.6 • 102 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.

    Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47

    Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47

    • 26 min
    Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46

    Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46

    • 22 min
    Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45

    Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45

    • 31 min
    Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 44

    Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 44

    • 31 min
    Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 43

    Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 43

    • 41 min
    Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42

    Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42

    • 28 min

Customer Reviews

4.6 out of 5
102 Ratings

102 Ratings

TurningPointChi ,

Extremely helpful

Great episode. I am going to listen to it and and take notes.

Greg Furer ,

Best Podcast for Financial Advisors

This is like Michael Jordan vs Larry Bird for the financial advice industry. The two best thought leaders (although they both don’t like that title) in the industry come together to make a podcast that is bigger than both of them. Their two distinctive different approaches harmonize into pure gold you can take to implement immediately into your practice. You, your team and your clients will be better after listening to this. Thank you both for doing this!

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!

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