
Kitces and Carl - Real Talk for Real Financial Advisors
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.
Latest episodes

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.

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.

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.

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.

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.

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.

Feb 23, 2023 • 26min
Sharing 'Real' Examples Of Your Work To Show The Value Of Financial Planning: Kitces & Carl Ep 106

Feb 9, 2023 • 28min
When A Prospect Doesn't Meet Your Minimums—Navigating The Awkwardness Gracefully: Kitces & Carl Ep 105

Jan 26, 2023 • 34min
How Do You NOT Grow (And Finding The Constraints To Help Say No): Kitces & Carl Ep 104

Jan 12, 2023 • 37min
Balancing Client Responsiveness With The Proactive Sledgehammer of Value: Kitces & Carl Ep 103
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.