Kitces and Carl - Real Talk for Real Financial Advisors
Business & Economics Podcasts
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.
Location:
United States
Description:
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.
Twitter:
@MichaelKitces
Language:
English
Contact:
703-375-9478
Website:
http://kitces.com/kcpodcast
Email:
michael@kitces.com
Episodes
Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160
3/20/2025
In our 160th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to keep clients from panicking—and making poor financial decisions—during market volatility.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:44:27
When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159
3/6/2025
In our 159th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when your original fees no longer make financial sense—but you promised to honor them for some clients.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:30:25
Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158
2/20/2025
In our 158th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the reasoning behind not allowing clients—even excited ones—to sign up the day of their first meeting.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:34:52
Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157
2/6/2025
In our 157th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss tactics for reducing the worry that can arise for people when meeting with a financial advisor for the first time.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:31:31
How Are You Getting Value Out Of ChatGPT As A Financial Advisor?: Kitces & Carl Ep 156
1/23/2025
In our 156th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they're using ChatGPT in their own work and share their thoughts on the future of AI in financial advising.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:30:12
How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155
1/9/2025
In our 155th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a common pitfall among advisors, and what you should consider to make sure you're actually adding value—not just wasting time.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:37:08
The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154
12/26/2024
In our 154th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss technology and AI's role in the future of financial advice.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:32:49
Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153
12/12/2024
In our 153rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when legacy clients start to hurt profitability down the line.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:36:12
Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152
11/28/2024
In our 152nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss surprising data from recent research on the different ways advisors charge fees.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:30:59
What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151
11/14/2024
In our 151st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what often stands in the way of delegating tasks—and what you can do to avoid common sticking points.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:35:01
When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150
10/31/2024
In our 150th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the scarcity mentality many new advisors experience when just starting out can negatively affect their career down the road—and how to avoid this common trap.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:28:45
Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149
10/11/2024
In our 149th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss why having friends in the trenches with you as you launch your own firm might be more valuable than having a business partner.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:31:36
Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148
10/3/2024
In our 148th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the mindset shift that can help when you're scared to take the next step toward your goals.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:34:37
Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147
9/19/2024
In our 147th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to prepare for the next market downturn.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:33:48
Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146
9/5/2024
In our 146th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients try to educate themselves about finance online—but come away with misinformation.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:29:40
Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145
8/22/2024
In our 145th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can communicate their planning style in their marketing before investing time in client meetings that may or may not lead to long-term engagement.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:32:12
The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144
8/8/2024
In our 144th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how fast growth can get in the way of working "lifestyle" hours—and what to do about it.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:28:32
Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143
7/25/2024
In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transitioning clients accustomed to a quantitative approach to financial planning.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:36:08
Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142
7/11/2024
In our 142nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss impactful questions to ask clients in order to create deeper conversations and deeper connections.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:45:43
Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141
6/27/2024
In our 141st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the powerful questions to ask clients in order to create impactful conversations about money.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:38:39