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Kitces and Carl – Real Talk for Real Financial Advisors

Kitces and Carl – Real Talk for Real Financial Advisors

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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.

Recent Episodes

  • Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142

    2 weeks ago

  • Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141

    4 weeks ago

  • Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140

    1 month ago

  • When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139

    2 months ago

  • Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138

    2 months ago

  • When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137

    3 months ago

  • Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136

    3 months ago

  • Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135

    4 months ago

  • Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134

    4 months ago

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

    5 months ago