Shows / Kitces and Carl - Real Talk for Real Financial Advisors
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.
Episodes
- Kitces and Carl - Real Talk for Real Financial Advisors
Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142
In our 142nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss impactful questions to ask clients in order to…
- Kitces and Carl - Real Talk for Real Financial Advisors
Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141
In our 141st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the powerful questions to ask clients in order to…
- Kitces and Carl - Real Talk for Real Financial Advisors
Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140
In our 140th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what's likely behind the common problem of advisors…
- Kitces and Carl - Real Talk for Real Financial Advisors
When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139
In our 139th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when you offer "enough" value to…
- Kitces and Carl - Real Talk for Real Financial Advisors
Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138
In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you…
- Kitces and Carl - Real Talk for Real Financial Advisors
When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137
In our 137th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when it's time to start saying no. For…
- Kitces and Carl - Real Talk for Real Financial Advisors
Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136
In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more…
- Kitces and Carl - Real Talk for Real Financial Advisors
Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135
In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be…
- Kitces and Carl - Real Talk for Real Financial Advisors
Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134
In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial…
- Kitces and Carl - Real Talk for Real Financial Advisors
Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133
In our 133rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss money, meaning, and what it's all for. For full…
- Kitces and Carl - Real Talk for Real Financial Advisors
What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132
In our 132nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the best way for advisors to get the word out about…
- Kitces and Carl - Real Talk for Real Financial Advisors
What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131
In our 131st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss setting goals—and the "why" behind doing so. For…
- Kitces and Carl - Real Talk for Real Financial Advisors
Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130
In our 130th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the advisor mindset that leads to more happiness…
- Kitces and Carl - Real Talk for Real Financial Advisors
How Autonomy, Experience, and Team Drive Advisor Well-being: Kitces & Carl Ep 129
In our 129th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the results of their recent study on advisor…
- Kitces and Carl - Real Talk for Real Financial Advisors
Noticing What You Spend Money On That's Actually An Investment: Kitces & Carl Ep 128
In our 128th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a key difference in perspective when it comes to…
- Kitces and Carl - Real Talk for Real Financial Advisors
Creating Value Through Presence And The 50 Fires Podcast: Kitces & Carl Ep 127
In our 127th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss Carl's exciting new project. For full show notes…
- Kitces and Carl - Real Talk for Real Financial Advisors
Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126
In our 126th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it makes more sense to focus on increasing…
- Kitces and Carl - Real Talk for Real Financial Advisors
Scale Your Business, Leverage Yourself, Or Just Grow?: Kitces & Carl Ep 125
In our 125th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it really means to scale. For full show notes…
- Kitces and Carl - Real Talk for Real Financial Advisors
When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124
In our 124th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients no longer fit your…
- Kitces and Carl - Real Talk for Real Financial Advisors
Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123
In our 123rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether all advisors choosing a niche results in…
- Kitces and Carl - Real Talk for Real Financial Advisors
Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122
In our 122nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to guide client decisions that aren't about…
- Kitces and Carl - Real Talk for Real Financial Advisors
Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces & Carl Ep 121
In our 121st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether self-promotion is essential for advisors…
- Kitces and Carl - Real Talk for Real Financial Advisors
Is It Really Harder To Scale A Small RIA Today, Or Are Firms Just Navigating The Growth Treadmill?: Kitces & Carl Ep 120
In our 120th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the recurring myth that small RIAs are doomed due…
- Kitces and Carl - Real Talk for Real Financial Advisors
Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119
In our 119th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to get an older advisor (who isn't as engaged…
- Kitces and Carl - Real Talk for Real Financial Advisors
(Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces & Carl Ep 118
In our 118th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether you hang onto being a financial advisor…
- Kitces and Carl - Real Talk for Real Financial Advisors
Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces & Carl Ep 117
In our 117th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it looks like when you're done growing the…
- Kitces and Carl - Real Talk for Real Financial Advisors
Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116
In our 116th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to feel (or help other advisors feel) more…
- Kitces and Carl - Real Talk for Real Financial Advisors
Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115
In our 115th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to set pricing in order to run a viable…
- Kitces and Carl - Real Talk for Real Financial Advisors
When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114
For many financial advisors, keeping an open line of communication with clients is a key component of building trust, understanding the client's values, and…
- Kitces and Carl - Real Talk for Real Financial Advisors
What Does It Really Mean To Be A Lead Advisor?: Kitces & Carl Ep 113
While advancing a career in any industry can be challenging, the lack of formal career development programs offered in the workplace for associate advisors can…
- Kitces and Carl - Real Talk for Real Financial Advisors
When You No Longer Want To Be A Manager And Have To Let An Associate Advisor Go: Kitces & Carl Ep 112
In our 112th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about what it looks like when you have to let go of an…
- Kitces and Carl - Real Talk for Real Financial Advisors
Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces & Carl Ep 111
In our 111th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about when to hire—and why. For full show notes, see…
- Kitces and Carl - Real Talk for Real Financial Advisors
Dressing Up For Clients (Do Advisors Really Need To Dress For Success?): Kitces & Carl Ep 110
In our 110th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about the idea that advisors should dress a certain…
- Kitces and Carl - Real Talk for Real Financial Advisors
Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109
In our 109th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about how advisors live their lives—and what clients…
- Kitces and Carl - Real Talk for Real Financial Advisors
Crafting A (Marketing) Manifesto To Show What You Really Stand For: Kitces & Carl Ep 108
In our 108th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about marketing yourself by letting people know what…
Kitces and Carl - Real Talk for Real Financial AdvisorsThe Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107
In our 107th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss ways for advisors to find new ideas, the process of…
