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 AdvisorsIs A Fiduciary Requirement Necessary When Acting In Clients' Best Interests Is Good Business Anyway?: Kitces & Carl Ep 20
In our 20th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards discuss why a fiduciary rule is necessary even…
Kitces and Carl - Real Talk for Real Financial AdvisorsIs Any Financial Advisor Business Model Truly Conflict Free?: Kitces & Carl Ep 19
In our 19th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards talk about these conflicts of interest, and the…
Kitces and Carl - Real Talk for Real Financial AdvisorsTalking Clients Off The Ledge From 'Scary' Markets: Kitces & Carl Ep 18
In our 18th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards extend their last podcast and look at…
Kitces and Carl - Real Talk for Real Financial AdvisorsResponding With Empathy When Clients Call About "Scary" Markets: Kitces & Carl Ep 17
In our 17th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards talk about the importance (and challenges) of…
Kitces and Carl - Real Talk for Real Financial AdvisorsHelping Clients Understand What It Really Means To Retire: Kitces & Carl Ep 16
In our sixteenth episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards explore different ways advisors can frame…
Kitces and Carl - Real Talk for Real Financial AdvisorsWhy Are We So Afraid To Just Listen: Kitces & Carl Ep 15
In our 15th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss the value of really listening…
Kitces and Carl - Real Talk for Real Financial AdvisorsProjection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14
In our 14th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards explore the various functions that a physical…
Kitces and Carl - Real Talk for Real Financial AdvisorsThe Better Way To Send Market (And Other) Commentary Emails To Clients: Kitces & Carl Ep 13
So, in our (lucky) 13th episode, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss why it's important to send regular…
Kitces and Carl - Real Talk for Real Financial AdvisorsCommunicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 12
For our 12th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss if sending market commentary…
Kitces and Carl - Real Talk for Real Financial AdvisorsWhat Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11
In our eleventh episode of "Kitces & Carl", Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss the roots of various…
Kitces and Carl - Real Talk for Real Financial AdvisorsTransitioning Long-Standing Clients To Create Room To Grow: Kitces & Carl Ep 10
In our tenth episode of "Kitces & Carl", Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss some reasons you may need…
- Kitces and Carl - Real Talk for Real Financial Advisors
How Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces & Carl Ep 09
In our ninth episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss why some advisors wind up…
Kitces and Carl - Real Talk for Real Financial AdvisorsWhat Would You Do With Your Time If You COULD Be More Productive As A Financial Advisor?: Kitces & Carl Ep 08
In our eighth episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss how financial advisors are…
Kitces and Carl - Real Talk for Real Financial AdvisorsAuthenticity Vs. Professional Credibility And Admitting Your Own Financial Sins: Kitces & Carl Ep 07
In our seventh episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to debunk some long-standing myths…
Kitces and Carl - Real Talk for Real Financial AdvisorsBuilding Resiliency For The Stress Of Being A Financial Advisor: Kitces & Carl Ep 06
In our sixth episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss proactive steps advisors can…
Kitces and Carl - Real Talk for Real Financial AdvisorsDo Clients Really Value Getting Help Managing Their Behavior Gap?: Kitces & Carl Ep 05
In our fifth episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of whether…
Kitces and Carl - Real Talk for Real Financial AdvisorsDoes Social Media Really Matter For Financial Advisors?: Kitces & Carl Ep 04
In our fourth episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of the extent…
Kitces and Carl - Real Talk for Real Financial AdvisorsThe Importance Of Likability As A Financial Advisor: Kitces & Carl Ep 03
In our third episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of how…
Kitces and Carl - Real Talk for Real Financial AdvisorsHow To Price Your Financial Planning Services: Kitces & Carl Ep 02
In our second episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of…
Kitces and Carl - Real Talk for Real Financial AdvisorsThinking About The Value Of Financial Planning: Kitces & Carl Ep 01
Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss industry topics from their own unique perspectives. And in this…