Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149
Kitces and Carl - Real Talk for Real Financial Advisors
Release Date: 10/17/2024
Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
Kitces and Carl - Real Talk for Real Financial Advisors
In the 177th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why learning to say “no” can be game-changing—and how to do it without all the guilt. For full show notes, see and .
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Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176
Kitces and Carl - Real Talk for Real Financial Advisors
In the 176th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support clients who need financial guidance but can’t afford traditional advisory fees. For full show notes, see and .
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Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175
Kitces and Carl - Real Talk for Real Financial Advisors
In the 175th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how sketches can spark more meaningful money conversations. For full show notes, see and .
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What Jobs Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174
Kitces and Carl - Real Talk for Real Financial Advisors
In the 174th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what they’d say if they could talk directly to money—and what money might say back. For full show notes, see and .
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When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173
Kitces and Carl - Real Talk for Real Financial Advisors
In the 173rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle receiving the "soft no" after meeting with a client who seems like a great fit. For full show notes, see and .
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Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172
Kitces and Carl - Real Talk for Real Financial Advisors
In the 172nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what research reveals as the key driver of productivity among financial advisors. For full show notes, see and .
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When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171
Kitces and Carl - Real Talk for Real Financial Advisors
In the 171st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss advisor burnout—and the hidden culprit that could be fueling it. For full show notes, see and .
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Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170
Kitces and Carl - Real Talk for Real Financial Advisors
In the 170th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how financial advisors can help clients navigate career uncertainty caused by AI disruption by focusing on actionable items, offering flexibility vs long-term growth, and being more proactive in planning strategies. For full show notes, see and .
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Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169
Kitces and Carl - Real Talk for Real Financial Advisors
In the 169th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards explore how AI is set to transform the roles advisors play and the unique value they provide in client relationships. For full show notes, see and .
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Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168
Kitces and Carl - Real Talk for Real Financial Advisors
In our 168th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it’s more effective to dive deep in the first client meeting or to focus on the immediate issue and reserve the more emotional conversations for future sessions. For full show notes, see and .
info_outlineIn our 149th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss why having friends in the trenches with you as you launch your own firm might be more valuable than having a business partner.
For full show notes, see kitces.com and thesocietyofadvice.com.