Kitces and Carl - Real Talk for Real Financial Advisors

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

  • 35 minutes 1 second
    What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151

    In our 151st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what often stands in the way of delegating tasksā€”and what you can do to avoid common sticking points.

    For full show notes, see kitces.comĀ andĀ thesocietyofadvice.com.

    14 November 2024, 11:00 am
  • 28 minutes 45 seconds
    When The Early Yearsā€™ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150

    In our 150th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the scarcity mentality many new advisors experience when just starting out can negatively affect their career down the roadā€”and how to avoid this common trap.

    For full show notes, see kitces.comĀ andĀ thesocietyofadvice.com.

    31 October 2024, 10:00 am
  • 31 minutes 36 seconds
    Do You Really Need A Business Partnerā€¦ Or A Study Group?: Kitces & Carl Ep 149

    In our 149th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss why having friends in the trenches with you as you launch your own firm might be more valuable than having a business partner.

    For full show notes, see kitces.comĀ andĀ thesocietyofadvice.com.

    17 October 2024, 10:00 am
  • 34 minutes 37 seconds
    Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148

    In our 148th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the mindset shift that can help when you're scared to take the next step toward your goals.

    For full show notes, see kitces.comĀ andĀ thesocietyofadvice.com.

    3 October 2024, 10:00 am
  • 33 minutes 48 seconds
    Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147

    In our 147th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to prepare for the next market downturn.

    For full show notes, see kitces.comĀ andĀ thesocietyofadvice.com.

    19 September 2024, 10:00 am
  • 29 minutes 40 seconds
    Re-Educating Clients (Scalably) After They ā€˜Read Something On The Internetā€™: Kitces & Carl Ep 146

    In our 146th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients try to educate themselves about finance onlineā€”but come away with misinformation.

    For full show notes, see kitces.comĀ andĀ thesocietyofadvice.com.

    5 September 2024, 10:00 am
  • 32 minutes 12 seconds
    Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145

    In our 145th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can communicate their planning style in their marketing before investing time in client meetings that may or may not lead to long-term engagement.

    For full show notes, see kitces.comĀ andĀ thesocietyofadvice.com.

    22 August 2024, 10:00 am
  • 28 minutes 32 seconds
    The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144

    In our 144th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how fast growth can get in the way of working "lifestyle" hoursā€”and what to do about it.

    For full show notes, seeĀ kitces.comĀ andĀ thesocietyofadvice.com.

    8 August 2024, 10:00 am
  • 36 minutes 8 seconds
    Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143

    In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transitioning clients accustomed to a quantitative approach to financial planning.

    For full show notes, seeĀ kitces.comĀ andĀ thesocietyofadvice.com.

    25 July 2024, 10:00 am
  • 45 minutes 43 seconds
    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 create deeper conversations and deeper connections.

    For full show notes, see kitces.comĀ andĀ thesocietyofadvice.com.

    11 July 2024, 10:00 am
  • 38 minutes 39 seconds
    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 create impactful conversations about money.

    For full show notes, seeĀ kitces.comĀ andĀ thesocietyofadvice.com.

    27 June 2024, 10:00 am
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