Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
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.
Episodes
Mentioned books
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
Dec 29, 2022 • 39min
Reflecting On The Journey Of Building A Career And Business: Kitces & Carl Ep 102
Dec 15, 2022 • 32min
Where Are All The Proudly Premium-Fee Advisors?: Kitces & Carl Ep 101
Exploring the rationale behind charging above-average fees in financial advising, navigating fee compression challenges, maximizing value through expertise, tracking client interactions, reflecting on premium fee structures, emphasizing profit and evidence-based decision-making in financial advisory practices
Dec 1, 2022 • 31min
