77 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 • 153 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.

    Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77

    Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77

    • 29 min
    Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76

    Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76

    • 34 min
    Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75

    Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75

    • 29 min
    Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74

    Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74

    • 28 min
    Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 73

    Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 73

    • 30 min
    Do You Want A Lifestyle Practice Or Fear Building A Bigger One?: Kitces & Carl Ep 72

    Do You Want A Lifestyle Practice Or Fear Building A Bigger One?: Kitces & Carl Ep 72

    • 27 min

Customer Reviews

4.7 out of 5
153 Ratings

153 Ratings

hdnv Esq fj J ,

Anything less than 5 🌟s is ridiculous

Enjoy listening to Michael and Carl’s perspectives and advice. Top notch information and they seem to be truthful and genuine about what they believe. Doesn’t sound scripted. Great podcast and anyone that gives less than 5 stars shouldn’t be listening anyways.

PhillyDZ11 ,

A must for Financial Planners

This podcast is a must listen to if you are serious about being a Financial Planner. Each and every podcast provides value.

Monkey cheese llama ,

A must for financial planners

If you’re a financial planner and not listening to this regularly, you’re cutting yourself short.

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