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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May 18, 2023 • 23min

When You No Longer Want To Be A Manager And Have To Let An Associate Advisor Go: Kitces & Carl Ep 112

In our 112th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about what it looks like when you have to let go of an employee. For full show notes, see kitces.com and thesocietyofadvice.com.
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May 4, 2023 • 32min

Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces & Carl Ep 111

In our 111th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about when to hire—and why. For full show notes, see kitces.com and thesocietyofadvice.com.
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Apr 20, 2023 • 32min

Dressing Up For Clients (Do Advisors Really Need To Dress For Success?): Kitces & Carl Ep 110

In our 110th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about the idea that advisors should dress a certain way for credibility. For full show notes, see kitces.com and thesocietyofadvice.com.
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Apr 6, 2023 • 32min

Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109

In our 109th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about how advisors live their lives—and what clients think about it. For full show notes, see kitces.com and thesocietyofadvice.com.
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Mar 23, 2023 • 35min

Crafting A (Marketing) Manifesto To Show What You Really Stand For: Kitces & Carl Ep 108

In our 108th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about marketing yourself by letting people know what you stand for. For full show notes, see kitces.com and thesocietyofadvice.com.
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Mar 9, 2023 • 40min

The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107

In our 107th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss ways for advisors to find new ideas, the process of narrowing down their options and choosing the best ones, and how advisors can vet and test the viability of their ideas before implementing them on a larger scale.  For full show notes, see kitces.com and thesocietyofadvice.com.
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Feb 23, 2023 • 26min

Sharing 'Real' Examples Of Your Work To Show The Value Of Financial Planning: Kitces & Carl Ep 106

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Feb 9, 2023 • 28min

When A Prospect Doesn't Meet Your Minimums—Navigating The Awkwardness Gracefully: Kitces & Carl Ep 105

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Jan 26, 2023 • 34min

How Do You NOT Grow (And Finding The Constraints To Help Say No): Kitces & Carl Ep 104

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Jan 12, 2023 • 37min

Balancing Client Responsiveness With The Proactive Sledgehammer of Value: Kitces & Carl Ep 103

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