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
The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors: Kitces & Carl Ep 184
2/19/2026
In the 184th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence has made content marketing simultaneously more accessible and more challenging than ever.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:28:37
Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?: Kitces & Carl Ep 183
2/5/2026
In the 183rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss whether it's more effective to give clients clear, step-by-step guidance or empower them to become the heroes of their own stories.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:36:14
Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182
1/22/2026
In the 182nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the happiest time in an advisor's career—and how that may be fueling the industry's succession planning gap.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:35:31
Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181
1/8/2026
In the 181st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to thoughtfully address client fears and uncertainties about the rapidly evolving AI landscape.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:42:28
Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention: Kitces & Carl Ep 180
12/25/2025
In the 180th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the four sources of capital—and how the way you use them reveals your true priorities versus your stated ones.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:33:48
Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl Ep 179
12/11/2025
In the 179th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the common angst advisors feel about the idea of their associate advisors eventually leaving to build teams of their own.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:33:20
Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money: Kitces & Carl Ep 178
11/27/2025
In the 178th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why many retirees struggle to spend the money they spent a lifetime saving—and how advisors can help.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:31:15
Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
11/13/2025
In the 177th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why learning to say "no" can be game-changing—and how to do it without all the guilt.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:38:31
Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176
10/30/2025
In the 176th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support clients who need financial guidance but can't afford traditional advisory fees.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:34:32
Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175
10/16/2025
In the 175th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how sketches can spark more meaningful money conversations.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:47:21
What Jobs Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174
10/2/2025
In the 174th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what they’d say if they could talk directly to money—and what money might say back.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:30:29
When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173
9/18/2025
In the 173rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle receiving the "soft no" after meeting with a client who seems like a great fit.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:29:00
Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172
9/4/2025
In the 172nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what research reveals as the key driver of productivity among financial advisors.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:32:06
When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171
8/21/2025
In the 171st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss advisor burnout—and the hidden culprit that could be fueling it.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:30:18
Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170
8/7/2025
In the 170th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how financial advisors can help clients navigate career uncertainty caused by AI disruption by focusing on actionable items, offering flexibility vs long-term growth, and being more proactive in planning strategies.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:33:03
Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169
7/24/2025
In the 169th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards explore how AI is set to transform the roles advisors play and the unique value they provide in client relationships.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:42:27
Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168
7/10/2025
In our 168th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it’s more effective to dive deep in the first client meeting or to focus on the immediate issue and reserve the more emotional conversations for future sessions.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:36:20
Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167
6/26/2025
In our 167th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the complex emotions money can stir up—and how a client’s level of wealth can shape an advisor’s happiness in their own life.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:36:32
Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166
6/12/2025
In our 166th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to help clients unlearn unhelpful lessons and shift from relying on luck-based decisions to making strategic, informed choices.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:35:54
Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165
5/29/2025
In our 165th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore strategies for breaking down complex ideas into clear, simple explanations that clients can easily grasp.
For full show notes, see kitces.com and thesocietyofadvice.com.
Duration:00:35:42