Kitces and Carl - Real Talk for Real Financial Advisors copertina

Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors

Di: Michael Kitces MSFS MTAX CFP and Carl Richards CFP
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A proposito di questo titolo

 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. Economia Finanza personale Gestione e leadership Management
Episodi
  • Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181

    Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181
    Jan 8 2026

    In the 181st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to thoughtfully address client fears and uncertainties about the rapidly evolving AI landscape.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    42 min
  • Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention: Kitces & Carl Ep 180

    Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention: Kitces & Carl Ep 180
    Dec 25 2025

    In the 180th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the four sources of capital—and how the way you use them reveals your true priorities versus your stated ones.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    34 min
  • Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl Ep 179

    Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl Ep 179
    Dec 11 2025

    In the 179th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the common angst advisors feel about the idea of their associate advisors eventually leaving to build teams of their own.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    33 min
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