Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181
Kitces and Carl - Real Talk for Real Financial Advisors
Release Date: 01/08/2026
The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?: Kitces & Carl Ep 190
Kitces and Carl - Real Talk for Real Financial Advisors
In the 190th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence could reshape the industry—and why one possible outcome may not be as appealing as it seems. For full show notes, see and .
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Navigating Change Fatigue With And While Serving Clients: Kitces & Carl Ep 189
Kitces and Carl - Real Talk for Real Financial Advisors
In the 189th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support and guide clients when things feel uncertain. For full show notes, see and .
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The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188
Kitces and Carl - Real Talk for Real Financial Advisors
In the 188th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what steps advisors can begin taking today to position themselves for a successful sale in the future. For full show notes, see and .
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Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187
Kitces and Carl - Real Talk for Real Financial Advisors
In the 187th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the safeguards firms can put in place to protect themselves from legal risk, especially as they grow. For full show notes, see and .
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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 .
info_outlineIn 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 kitces.com and thesocietyofadvice.com.