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Kitces and Carl - Real Talk for Real Financial Advisors podcast

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Kitces and Carl - Real Talk for Real Financial Advisors

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  Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP  

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.

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.

 

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Progress

Duration

Release Date

#179

Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl...

In the 179th episode of Kitces and Carl, Michael Kitces and client communication expert Ca... more

11 Dec 2025

33 MINS

33:20

11 Dec 2025

#178

Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money: Kitces & Carl Ep 178

In the 178th episode of Kitces and Carl, Michael Kitces and client communication expert Ca... more

27 Nov 2025

31 MINS

31:15

27 Nov 2025

#177

Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177

In the 177th episode of Kitces and Carl, Michael Kitces and client communication expert Ca... more

13 Nov 2025

38 MINS

38:31

13 Nov 2025

#176

Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176

In the 176th episode of Kitces and Carl, Michael Kitces and client communication expert Ca... more

30 Oct 2025

34 MINS

34:32

30 Oct 2025

#175

Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & C...

In the 175th episode of Kitces and Carl, Michael Kitces and client communication expert Ca... more

16 Oct 2025

47 MINS

47:21

16 Oct 2025

#174

What Jobs Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174

In the 174th episode of Kitces and Carl, Michael Kitces and client communication expert Ca... more

02 Oct 2025

30 MINS

30:29

02 Oct 2025

#173

When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Car...

In the 173rd episode of Kitces and Carl, Michael Kitces and client communication expert Ca... more

18 Sep 2025

29 MINS

29:00

18 Sep 2025

#172

Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172

In the 172nd episode of Kitces and Carl, Michael Kitces and client communication expert Ca... more

04 Sep 2025

32 MINS

32:06

04 Sep 2025

#171

When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171

In the 171st episode of Kitces and Carl, Michael Kitces and client communication expert Ca... more

21 Aug 2025

30 MINS

30:18

21 Aug 2025

#170

Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Ca...

In the 170th episode of Kitces and Carl, Michael Kitces and client communication expert Ca... more

07 Aug 2025

33 MINS

33:03

07 Aug 2025

#169

Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169

In the 169th episode of Kitces and Carl, Michael Kitces and client communication expert Ca... more

24 Jul 2025

42 MINS

42:27

24 Jul 2025

#168

Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168

In our 168th episode of Kitces & Carl, Michael Kitces and client communication expert Carl... more

10 Jul 2025

36 MINS

36:20

10 Jul 2025

#167

Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167

In our 167th episode of Kitces & Carl, Michael Kitces and client communication expert Carl... more

26 Jun 2025

36 MINS

36:32

26 Jun 2025

#166

Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Ca...

In our 166th episode of Kitces & Carl, Michael Kitces and client communication expert Carl... more

12 Jun 2025

35 MINS

35:54

12 Jun 2025

#165

Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces ...

In our 165th episode of Kitces & Carl, Michael Kitces and client communication expert Carl... more

29 May 2025

35 MINS

35:42

29 May 2025

#164

Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?: Kitces & Carl E...

In our 164th episode of Kitces & Carl, Michael Kitces and client communication expert Carl... more

15 May 2025

30 MINS

30:35

15 May 2025

#163

Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Car...

In our 163rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl... more

01 May 2025

32 MINS

32:48

01 May 2025

#162

Avoiding Staff Management Duties You Don't Want By Paying A Virtual Assistant For Only What You Need...

In our 162nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl... more

17 Apr 2025

33 MINS

33:09

17 Apr 2025

#161

How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)...

In our 161st episode of Kitces & Carl, Michael Kitces and client communication expert Carl... more

03 Apr 2025

39 MINS

39:38

03 Apr 2025