Kitces and Carl - Real Talk for Real Financial Advisors
135 episodes - English - Latest episode: 12 days ago - ★★★★★ - 200 ratingsA 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.
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Episodes
Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135
April 04, 2024 10:00 - 30 minutes - 42.3 MBIn 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, see kitces.com and thesocietyofadvice.com.
Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134
March 21, 2024 10:00 - 26 minutes - 36.3 MBIn our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it. For full show notes, see kitces.com and thesocietyofadvice.com.
Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133
March 07, 2024 23:00 - 33 minutes - 46.9 MBIn 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, see kitces.com and thesocietyofadvice.com.
What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132
February 22, 2024 11:00 - 28 minutes - 38.9 MBIn 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, see kitces.com and thesocietyofadvice.com.
What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131
February 08, 2024 11:00 - 37 minutes - 51.6 MBIn our 131st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss setting goals—and the "why" behind doing so. For full show notes, see kitces.com and thesocietyofadvice.com.
Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130
January 25, 2024 11:00 - 31 minutes - 71.6 MBIn 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, see kitces.com and thesocietyofadvice.com.
How Autonomy, Experience, and Team Drive Advisor Well-being: Kitces & Carl Ep 129
January 11, 2024 11:00 - 33 minutes - 76.2 MBIn 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, see kitces.com and thesocietyofadvice.com.
Noticing What You Spend Money On That's Actually An Investment: Kitces & Carl Ep 128
December 28, 2023 11:00 - 33 minutes - 30.5 MBIn 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, see kitces.com and thesocietyofadvice.com.
Creating Value Through Presence And The 50 Fires Podcast: Kitces & Carl Ep 127
December 14, 2023 11:00 - 34 minutes - 79.7 MBIn our 127th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss Carl's exciting new project. For full show notes, see kitces.com and thesocietyofadvice.com.
Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126
November 30, 2023 11:00 - 33 minutes - 77.4 MBIn our 126th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it makes more sense to focus on increasing productivity or to simply increase your fees. For full show notes, see kitces.com and thesocietyofadvice.com.
Scale Your Business, Leverage Yourself, Or Just Grow?: Kitces & Carl Ep 125
November 16, 2023 11:00 - 36 minutes - 50 MBIn 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, see kitces.com and thesocietyofadvice.com.
When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124
November 02, 2023 10:00 - 32 minutes - 45.6 MBIn our 124th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients no longer fit your specialization. For full show notes, see kitces.com and thesocietyofadvice.com.
Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123
October 19, 2023 10:00 - 26 minutes - 37.2 MBIn our 123rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether all advisors choosing a niche results in some potential clients being left out of receiving financial advice. For full show notes, see kitces.com and thesocietyofadvice.com.
Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122
October 05, 2023 10:00 - 33 minutes - 45.7 MBIn our 122nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to guide client decisions that aren't about wealth maximization. For full show notes, see kitces.com and thesocietyofadvice.com.
Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces & Carl Ep 121
September 21, 2023 10:00 - 40 minutes - 92 MBIn our 121st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether self-promotion is essential for advisors. For full show notes, see kitces.com and thesocietyofadvice.com.
Is It Really Harder To Scale A Small RIA Today, Or Are Firms Just Navigating The Growth Treadmill?: Kitces & Carl Ep 120
September 07, 2023 10:00 - 27 minutes - 37.8 MBIn our 120th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the recurring myth that small RIAs are doomed due to scaling challenges. For full show notes, see kitces.com and thesocietyofadvice.com.
Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119
August 24, 2023 10:00 - 30 minutes - 42.3 MBIn 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 in growing the business anymore) to let go and retire. For full show notes, see kitces.com and thesocietyofadvice.com.
(Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces & Carl Ep 118
August 10, 2023 10:00 - 27 minutes - 38.3 MBIn our 118th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether you hang onto being a financial advisor even when you're no longer taking clients. For full show notes, see kitces.com and thesocietyofadvice.com.
Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces & Carl Ep 117
July 27, 2023 10:00 - 32 minutes - 74.9 MBIn 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 business. For full show notes, see kitces.com and thesocietyofadvice.com.
Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116
July 13, 2023 10:00 - 33 minutes - 76.1 MBIn our 116th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to feel (or help other advisors feel) more confident talking to clients. For full show notes, see kitces.com and thesocietyofadvice.com.
Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115
June 29, 2023 10:00 - 31 minutes - 73.1 MBIn 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 practice. For full show notes, see kitces.com and thesocietyofadvice.com.
When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114
June 15, 2023 10:00 - 36 minutes - 83.4 MBFor many financial advisors, keeping an open line of communication with clients is a key component of building trust, understanding the client’s values, and developing a meaningful plan to help them reach their financial goals. In our 114th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss ways for financial advisors to talk to clients tempted by promises of higher returns from other financial professionals, how they can ensure that all clients ...
What Does It Really Mean To Be A Lead Advisor?: Kitces & Carl Ep 113
June 01, 2023 10:00 - 32 minutes - 45 MBWhile advancing a career in any industry can be challenging, the lack of formal career development programs offered in the workplace for associate advisors can make it particularly difficult for them to gain the experience they need to become lead financial advisors. In our 113th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it means to be a lead advisor, the paths associate advisors can take to advance into a lead advisor role, and how...
When You No Longer Want To Be A Manager And Have To Let An Associate Advisor Go: Kitces & Carl Ep 112
May 18, 2023 10:00 - 23 minutes - 31.9 MBIn 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 employee. For full show notes, see kitces.com and thesocietyofadvice.com.
Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces & Carl Ep 111
May 04, 2023 10:00 - 31 minutes - 44.1 MBIn 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.com and thesocietyofadvice.com.
Dressing Up For Clients (Do Advisors Really Need To Dress For Success?): Kitces & Carl Ep 110
April 20, 2023 10:00 - 32 minutes - 44.3 MBIn our 110th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about the idea that advisors should dress a certain way for credibility. For full show notes, see kitces.com and thesocietyofadvice.com.
Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109
April 06, 2023 10:00 - 31 minutes - 43.6 MBIn our 109th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about how advisors live their lives—and what clients think about it. For full show notes, see kitces.com and thesocietyofadvice.com.
Crafting A (Marketing) Manifesto To Show What You Really Stand For: Kitces & Carl Ep 108
March 23, 2023 10:00 - 34 minutes - 48.3 MBIn our 108th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about marketing yourself by letting people know what you stand for. For full show notes, see kitces.com and thesocietyofadvice.com.
The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107
March 09, 2023 11:00 - 39 minutes - 55.2 MBIn 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 narrowing down their options and choosing the best ones, and how advisors can vet and test the viability of their ideas before implementing them on a larger scale. For full show notes, see kitces.com and thesocietyofadvice.com.