Latest Realfi Podcast Episodes
Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140
Kitces and Carl - Real Talk for Real Financial Advisors - June 13, 2024 10:00 - 28 minutes ★★★★★ - 200 ratingsIn our 140th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what's likely behind the common problem of advisors prematurely worrying about scale. For full show notes, see kitces.com and thesocietyofadvice.com.
When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139
Kitces and Carl - Real Talk for Real Financial Advisors - May 30, 2024 10:00 - 30 minutes ★★★★★ - 200 ratingsIn our 139th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when you offer "enough" value to clients that it's no longer necessary to keep doing and learning more. For full show notes, see kitces.com and thesocietyofadvice.com.
Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138
Kitces and Carl - Real Talk for Real Financial Advisors - May 16, 2024 10:00 - 38 minutes ★★★★★ - 200 ratingsIn our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you consistently do—and would love to stop doing. For full show notes, see kitces.com and thesocietyofadvice.com.
When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137
Kitces and Carl - Real Talk for Real Financial Advisors - May 02, 2024 10:00 - 38 minutes ★★★★★ - 200 ratingsIn 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, see kitces.com and thesocietyofadvice.com.
Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136
Kitces and Carl - Real Talk for Real Financial Advisors - April 18, 2024 10:00 - 35 minutes ★★★★★ - 200 ratingsIn 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, see kitces.com and thesocietyofadvice.com.
Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135
Kitces and Carl - Real Talk for Real Financial Advisors - April 04, 2024 10:00 - 30 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - March 21, 2024 10:00 - 26 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - March 07, 2024 23:00 - 33 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - February 22, 2024 11:00 - 28 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - February 08, 2024 11:00 - 37 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - January 25, 2024 11:00 - 31 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - January 11, 2024 11:00 - 33 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - December 28, 2023 11:00 - 33 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - December 14, 2023 11:00 - 34 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - November 30, 2023 11:00 - 33 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - November 16, 2023 11:00 - 36 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - November 02, 2023 10:00 - 32 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - October 19, 2023 10:00 - 26 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - October 05, 2023 10:00 - 33 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - September 21, 2023 10:00 - 40 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - September 07, 2023 10:00 - 27 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - August 24, 2023 10:00 - 30 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - August 10, 2023 10:00 - 27 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - July 27, 2023 10:00 - 32 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - July 13, 2023 10:00 - 33 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - June 29, 2023 10:00 - 31 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - June 15, 2023 10:00 - 36 minutes ★★★★★ - 200 ratingsFor 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 c...
What Does It Really Mean To Be A Lead Advisor?: Kitces & Carl Ep 113
Kitces and Carl - Real Talk for Real Financial Advisors - June 01, 2023 10:00 - 32 minutes ★★★★★ - 200 ratingsWhile 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 Ki...
When You No Longer Want To Be A Manager And Have To Let An Associate Advisor Go: Kitces & Carl Ep 112
Kitces and Carl - Real Talk for Real Financial Advisors - May 18, 2023 10:00 - 23 minutes ★★★★★ - 200 ratingsIn 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
Kitces and Carl - Real Talk for Real Financial Advisors - May 04, 2023 10:00 - 31 minutes ★★★★★ - 200 ratingsIn 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.
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