What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151
Kitces and Carl - Real Talk for Real Financial Advisors
Release Date: 11/14/2024
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 .
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Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167
Kitces and Carl - Real Talk for Real Financial Advisors
In our 167th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the complex emotions money can stir up—and how a client’s level of wealth can shape an advisor’s happiness in their own life. For full show notes, see and .
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Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166
Kitces and Carl - Real Talk for Real Financial Advisors
In our 166th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to help clients unlearn unhelpful lessons and shift from relying on luck-based decisions to making strategic, informed choices. For full show notes, see and .
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Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165
Kitces and Carl - Real Talk for Real Financial Advisors
In our 165th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore strategies for breaking down complex ideas into clear, simple explanations that clients can easily grasp. For full show notes, see and .
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Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?: Kitces & Carl Ep 164
Kitces and Carl - Real Talk for Real Financial Advisors
In our 164th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between technical accuracy and clear, client-friendly communication. For full show notes, see and .
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Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163
Kitces and Carl - Real Talk for Real Financial Advisors
In our 163rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients not only ignore advice but actively push back against it. For full show notes, see and .
info_outlineIn our 151st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what often stands in the way of delegating tasks—and what you can do to avoid common sticking points.
For full show notes, see kitces.com and thesocietyofadvice.com.