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Kitces and Carl - Real Talk for Real Financial Advisors

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

  • 38 minutes 30 seconds
    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 full show notes, seeĀ kitces.comĀ andĀ thesocietyofadvice.com.

    2 May 2024, 10:00 am
  • 35 minutes 28 seconds
    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 advisors approach the age of retirement.

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

    18 April 2024, 10:00 am
  • 30 minutes 35 seconds
    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 expected to create career opportunities for up-and-coming advisors.

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

    4 April 2024, 10:00 am
  • 26 minutes 16 seconds
    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 goalsā€”and doesn't seem to realize it.

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

    21 March 2024, 10:00 am
  • 33 minutes 57 seconds
    Life-Changing Self Actualizationā€”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 show notes, seeĀ kitces.comĀ andĀ thesocietyofadvice.com.

    7 March 2024, 11:00 pm
  • 28 minutes 8 seconds
    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 their services.

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

    22 February 2024, 11:00 am
  • 37 minutes 23 seconds
    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 goalsā€”and the "why" behind doing so.

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

    8 February 2024, 11:00 am
  • 31 minutes 9 seconds
    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.

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

    25 January 2024, 11:00 am
  • 33 minutes 12 seconds
    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 well-being.

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

    11 January 2024, 11:00 am
  • 33 minutes 19 seconds
    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 spending money.

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

    28 December 2023, 11:00 am
  • 34 minutes 43 seconds
    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, seeĀ kitces.comĀ andĀ thesocietyofadvice.com.

    14 December 2023, 11:00 am
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