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Kitces and Carl - Real Talk for Real Financial Advisors

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.

info_outline Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility? Kitces & Carl Ep 164 05/15/2025
info_outline Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163 05/01/2025
info_outline Avoiding Staff Management Duties You Don't Want By Paying A Virtual Assistant For Only What You Need: Kitces & Carl Ep 162 04/17/2025
info_outline How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161 04/03/2025
info_outline Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160 03/20/2025
info_outline When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159 03/06/2025
info_outline Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158 02/20/2025
info_outline Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157 02/06/2025
info_outline How Are You Getting Value Out Of ChatGPT As A Financial Advisor?: Kitces & Carl Ep 156 01/23/2025
info_outline How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155 01/09/2025
info_outline The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154 12/26/2024
info_outline Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153 12/12/2024
info_outline Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152 11/28/2024
info_outline What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151 11/14/2024
info_outline When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150 10/31/2024
info_outline Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149 10/17/2024
info_outline Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148 10/03/2024
info_outline Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147 09/19/2024
info_outline Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146 09/05/2024
info_outline Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145 08/22/2024
info_outline The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144 08/08/2024
info_outline Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143 07/25/2024
info_outline Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142 07/11/2024
info_outline Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141 06/27/2024
info_outline Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140 06/13/2024
info_outline When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139 05/30/2024
info_outline Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138 05/16/2024
info_outline When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137 05/02/2024
info_outline Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136 04/18/2024
info_outline Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135 04/04/2024
 
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