loader from loading.io

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 When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs: Kitces & Carl Ep 196 08/06/2026
info_outline Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195 07/23/2026
info_outline Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl Ep 194 07/09/2026
info_outline When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl Ep 193 06/25/2026
info_outline Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl Ep 192 06/11/2026
info_outline Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple: Kitces & Carl Ep 191 05/28/2026
info_outline The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?: Kitces & Carl Ep 190 05/14/2026
info_outline Navigating Change Fatigue With And While Serving Clients: Kitces & Carl Ep 189 04/30/2026
info_outline The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188 04/16/2026
info_outline Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187 04/02/2026
info_outline Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place: Kitces & Carl Ep 186 03/19/2026
info_outline The Financial Planning Value Disconnect When Clients Don't Appreciate The Long-Term Benefits: Kitces & Carl Ep 185 03/05/2026
info_outline The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors: Kitces & Carl Ep 184 02/19/2026
info_outline Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?: Kitces & Carl Ep 183 02/05/2026
info_outline Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182 01/22/2026
info_outline Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181 01/08/2026
info_outline Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention: Kitces & Carl Ep 180 12/25/2025
info_outline Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl Ep 179 12/11/2025
info_outline Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money: Kitces & Carl Ep 178 11/27/2025
info_outline Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177 11/13/2025
info_outline Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176 10/30/2025
info_outline Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175 10/16/2025
info_outline What Jobs Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174 10/02/2025
info_outline When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173 09/18/2025
info_outline Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172 09/04/2025
info_outline When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171 08/21/2025
info_outline Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170 08/07/2025
info_outline Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169 07/24/2025
info_outline Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168 07/10/2025
info_outline Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167 06/26/2025
 
share