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

Mar 24, 2022 • 30min

Balancing The Desire To Serve With The Financial Demands Of Growth: Kitces & Carl Ep 82

Mar 10, 2022 • 29min

Increasing Client Touch Points With Asynchronous Client Meetings: Kitces & Carl Ep 81

Feb 24, 2022 • 28min

How Advisory Firms Evolve Their Specializations Over Time: Kitces & Carl Ep 80

Feb 10, 2022 • 40min

Finding Your Future Specialization By Interviewing Your Current Clients: Kitces & Carl Ep 79

Jan 27, 2022 • 30min

Communicating Hard News To Clients (When You Plan To Relocate The Business): Kitces & Carl Ep 78

How to communicate with clients—even when it's hard news.

Jan 13, 2022 • 29min

Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77

Dec 30, 2021 • 34min

Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76

Dec 16, 2021 • 30min

Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75

Dec 2, 2021 • 28min

Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74

Nov 18, 2021 • 30min

Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 73

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.