Kitces and Carl - Real Talk for Real Financial Advisors

By 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 spreadshe... more

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FAQs about Kitces and Carl - Real Talk for Real Financial Advisors:

How many episodes does Kitces and Carl - Real Talk for Real Financial Advisors have?

The podcast currently has 199 episodes available.

Best of Kitces and Carl - Real Talk for Real Financial Advisors

The most played episodes among Podcast App listeners.

Number 1: Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is: Kitces & Carl Ep 197
In the 197th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to go about figuring out what's important to clients (and how to help them figure it out for themselves). For full show notes, see kitces.com and thesocietyofadvice.com.
August 20, 202638min
Number 2: The Temptation To Take On More Clients To Build (3X) Enterprise Value: Kitces & Carl Ep 198
In the 198th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss finding the balance between scaling your business and finally letting yourself enjoy the success you worked so hard to build. For full show notes, see kitces.com and thesocietyofadvice.com.
September 03, 202631min
Number 3: Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199
In the 199th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to approach telling a client that their past financial moves were suboptimal. For full show notes, see kitces.com and thesocietyofadvice.com.
September 17, 202634min
Number 4: When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs: Kitces & Carl Ep 196
In the 196th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the role of "gut feelings" and intuition in decision-making after the data has been fully analyzed. For full show notes, see kitces.com and thesocietyofadvice.com.
August 06, 202637min
Number 5: When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl Ep 193
In the 193rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the challenge of motivating clients to take difficult but necessary action toward their goals. For full show notes, see kitces.com and thesocietyofadvice.com.
June 25, 202633min