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
Release Date: 06/12/2025
Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place: Kitces & Carl Ep 186
Kitces and Carl - Real Talk for Real Financial Advisors
In the 186th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss effective ways to convey the real value of financial planning so it genuinely resonates with clients. For full show notes, see and .
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The Financial Planning Value Disconnect When Clients Don't Appreciate The Long-Term Benefits: Kitces & Carl Ep 185
Kitces and Carl - Real Talk for Real Financial Advisors
In the 185th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what clients truly value in their relationships with financial advisors. For full show notes, see and .
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The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors: Kitces & Carl Ep 184
Kitces and Carl - Real Talk for Real Financial Advisors
In the 184th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence has made content marketing simultaneously more accessible and more challenging than ever. For full show notes, see and .
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Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?: Kitces & Carl Ep 183
Kitces and Carl - Real Talk for Real Financial Advisors
In the 183rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss whether it’s more effective to give clients clear, step-by-step guidance or empower them to become the heroes of their own stories. For full show notes, see and .
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Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182
Kitces and Carl - Real Talk for Real Financial Advisors
In the 182nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the happiest time in an advisor's career—and how that may be fueling the industry’s succession planning gap. For full show notes, see and .
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Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181
Kitces and Carl - Real Talk for Real Financial Advisors
In the 181st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to thoughtfully address client fears and uncertainties about the rapidly evolving AI landscape. For full show notes, see and .
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Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention: Kitces & Carl Ep 180
Kitces and Carl - Real Talk for Real Financial Advisors
In the 180th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the four sources of capital—and how the way you use them reveals your true priorities versus your stated ones. For full show notes, see and .
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Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl Ep 179
Kitces and Carl - Real Talk for Real Financial Advisors
In the 179th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the common angst advisors feel about the idea of their associate advisors eventually leaving to build teams of their own. For full show notes, see and .
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Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money: Kitces & Carl Ep 178
Kitces and Carl - Real Talk for Real Financial Advisors
In the 178th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why many retirees struggle to spend the money they spent a lifetime saving—and how advisors can help. For full show notes, see and .
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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 .
info_outlineIn 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 kitces.com and thesocietyofadvice.com.