Client communication expert Carl Richards and Michael Kitces dive into impactful questions for deeper client connections, including childhood money memories and values. They discuss the power of probing questions to understand clients' perspectives and foster meaningful conversations about money across life stages.

Carl Richards, a seasoned expert in ethical marketing for financial advisors, shares his insights on overcoming marketing failures and embracing authenticity. He discusses the crucial balance between experimentation and focused effort, advocating for a shift in mindset toward ethical practices. Listeners learn about simplifying marketing strategies, prioritizing quality client engagement, and designing intentional marketing frameworks. With personal anecdotes, Richards emphasizes the importance of clarity and integrity in building meaningful connections with clients.

Imagine your own funeral. Your friends are asked to describe you. And they say: “You know what? He / she lived a really ordinary life”. The thought of it makes me shiver. But why? Join Carl and I as we explore why we should celebrate being ordinary, why not everything has to be heroic and what it actually means if you say “I want my life to matter”. Learn more about Carl: Connect with Carl on ⁠Twitter⁠ Connect with Carl on ⁠LinkedIn⁠ Subscribe to Carl’s newsletter Behaviour Gap Read Carl’s book The Behaviour Gap Read Carl’s column in the New York Times References from the show: When Things Fall Apart by Pema Chodron Rick Rubin talks to Anderson Cooper about his secret for success Rick Rubin on the “On Being” Podcast Everything is spiritual by Rob Bell Essentialism by Greg McKeown Join an upcoming group coaching cohort: Are you looking to ask deep, introspective and provocative questions about your own life (with Khe and likeminded peers) ⁠⁠⁠⁠Apply today⁠⁠⁠⁠ THE MOST UNIQUE PRODUCTIVITY COURSE ON THE INTERNET Supercharge your Productivity is the only course that connects the pursuit of productivity to life’s larger questions so you can design a system that works for you. ⁠⁠⁠⁠Enroll Now⁠⁠⁠⁠ BECOME A RADREADER: 📩 ⁠⁠⁠⁠Join 45,000+ ambitious professionals⁠⁠⁠⁠ for our weekly essays on productivity, money and career. ⁠⁠⁠⁠🐦 Twitter⁠⁠⁠⁠ ⁠⁠⁠⁠🎥 TikTok⁠⁠⁠⁠ ⁠⁠⁠⁠📸 Instagram⁠⁠⁠⁠ ⁠⁠⁠⁠💼 LinkedIn⁠⁠⁠⁠ ⁠⁠⁠⁠🌍 The Blog⁠⁠⁠⁠ ABOUT RADREADS RadReads is an online education business that helps ambitious professionals lead more productive, examined and joyful lives. RadReads provides guides, coaching, and trainings to more than 45,000 high-performers to help them gain back free time, scale their impact, and make their little dent in the universe. ABOUT KHE HY Khe Hy is the founder of RadReads and father of two. Khe spent 15 years working on Wall Street and was one of the youngest Managing Directors at BlackRock. He's been called Oprah for Millennials by CNN and the Wall Street Guru by Bloomberg and his work has been featured in the Wall Street Journal, TedX, Business Insider, Barrons, Time Magazine and Quartz.

Carl Richards, a client communication expert renowned for his insights on financial planning, joins the discussion on effectively conveying the value of life planning. They explore how financial advisors can market their unique approach before investing in client meetings. The conversation highlights the importance of understanding clients' emotional needs and crafting exceptional experiences that foster positive referrals. They delve into niche marketing strategies for attracting ideal clients, emphasizing tailored conversations for those navigating significant life transitions.

In this episode, experienced advisor and author Carl Richards discusses why financial advisors struggle with marketing and offers tips for improvement. He also shares a step-by-step marketing project. Topics include fear of sharing work, building trust, finding a niche, overcoming fear, and taking action.

Carl Richards, a Certified Financial Planner and influential author, discusses the 'behavior gap' that leads investors to make poor decisions. He emphasizes the importance of aligning financial strategies with personal values and navigating emotions that affect investing. Richards also sheds light on the shortcomings of the financial advisory industry, advocating for genuine communication and trust between advisors and clients. Additionally, he draws parallels between managing risks in finance and in activities like mountain climbing, urging a focus on experiences over material wealth.

Carl Richards, a financial expert and author, dives into the profound concept of attention as a vital form of capital in building meaningful relationships. He reflects on insights from Simone Weil, emphasizing that offering genuine attention is one of the most generous things we can do for others. Richards also discusses how intentional focus on our relationships can enhance human connections, urging us to consider where we direct our attention in an increasingly distracted world.

Client communication expert Carl Richards joins Michael Kitces to discuss transitioning from saying yes to opportunities to focusing on setting boundaries. They explore efficient task delegation, the evolution of decision-making in financial advising, building confidence as an advisor, and embracing 'I don't know' for personal growth.

Carl Richards, a client communication expert renowned for his work on work-life balance, joins Michael Kitces to discuss challenges boutique practices face with rapid growth. They humorously reflect on a blue couch that symbolizes advisors' shared experiences. The conversation emphasizes the importance of intentionality in business design and aligning personal values with professional goals. They explore the trade-offs in various advisory practice models, encouraging listeners to choose the right problems for a fulfilling career and life.

Client communication expert Carl Richards joins Michael Kitces in discussing the tipping point for financial advisors to shift from constant learning to focusing on providing value. They explore simplification in client services, the challenges of removing unnecessary services, and the importance of surveying clients to understand their needs for client retention.