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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 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
info_outline Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166 06/12/2025
info_outline Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165 05/29/2025
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
 
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