Kitces and Carl - Real Talk for Real Financial Advisors cover image

Kitces and Carl - Real Talk for Real Financial Advisors

Latest episodes

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21 snips
Mar 7, 2024 • 34min

Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133

Kitces and Carl dive deep into the meaning and value of financial advice beyond monetary gains, exploring self-transcendence, self-actualization, and connecting with clients on a deeper emotional level. They discuss the challenges of marketing these deeper services and emphasize the importance of aligning personal values with professional tasks.
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Feb 22, 2024 • 28min

What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132

In our 132nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the best way for advisors to get the word out about their services. For full show notes, see kitces.com and thesocietyofadvice.com.
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4 snips
Feb 8, 2024 • 37min

What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131

The hosts explore the purpose and importance of setting goals, discussing the trade-offs and reflecting on New Year's goals. They delve into navigating a complex adaptive environment and taking the next best step. The power and importance of setting goals are emphasized, along with the flexibility of goals. The hosts share their personal journeys with goal-setting and contrast their perspectives, discussing the motivations behind setting goals.
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18 snips
Jan 25, 2024 • 31min

Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130

The podcast explores the tension between helping clients and getting paid well as a financial advisor. It discusses the importance of aligning wealth with values and attracting more profitable clients for greater happiness. The concept of the 'barbell approach' in balancing affluent clients and limited means is explored, highlighting the need for setting boundaries. Additionally, the importance of creating high-value products and getting paid what you're worth is emphasized.
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Jan 11, 2024 • 33min

How Autonomy, Experience, and Team Drive Advisor Well-being: Kitces & Carl Ep 129

In our 129th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the results of their recent study on advisor well-being. For full show notes, see kitces.com and thesocietyofadvice.com.
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Dec 28, 2023 • 33min

Noticing What You Spend Money On That's Actually An Investment: Kitces & Carl Ep 128

In our 128th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a key difference in perspective when it comes to spending money. For full show notes, see kitces.com and thesocietyofadvice.com.
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Dec 14, 2023 • 35min

Creating Value Through Presence And The 50 Fires Podcast: Kitces & Carl Ep 127

In our 127th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss Carl's exciting new project. For full show notes, see kitces.com and thesocietyofadvice.com.
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Nov 30, 2023 • 34min

Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126

The podcast focuses on whether it is better to increase productivity or fees, exploring the concept of revenue per advisor and the potential for fee increase. It also delves into the struggles faced by authors and financial advisors, and the power of challenging negative narratives and unraveling past experiences.
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Nov 16, 2023 • 36min

Scale Your Business, Leverage Yourself, Or Just Grow?: Kitces & Carl Ep 125

In this episode, Michael Kitces and Carl Richards discuss the challenges and misconceptions of scaling a business, and the importance of leveraging systems and processes. They explore the possibility of scaling a business without hiring more staff, and highlight the success of large financial firms with a scalable business model. They also discuss the importance of advisors and generating revenue in a scalable business.
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Nov 2, 2023 • 33min

When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124

The hosts discuss the dilemma of clients evolving out of their niche specialization and whether to follow them or find new clients. They explore the importance of niche selection and framing discussions in terms of underlying principles. They also address concerns about client retention and maintaining the client-advisor relationship. The speakers discuss how financial advisors choose their niche specialization and the pros and cons of focusing on existing clients versus serving a specific niche. They also explore the mindset of saying yes to a specific niche and the fear of missing out on other opportunities. They discuss the challenges financial advisors face when clients evolve out of their niche specialization and the impact of scarcity mindset on decision-making. They emphasize the importance of following clients on their journey and serving existing clients well.

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