Kitces and Carl - Real Talk for Real Financial Advisors

Nov 14 2024 151 ep. 32 mins 450
Kitces and Carl - Real Talk for Real Financial Advisors Podcast artwork

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.

  Business
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What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151

Nov 14 2024 35 mins  
In our 151st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what often stands in the way of delegating tasks—and what you can do to avoid common sticking points. For full show notes, see kitces.com and thesocietyofadvice.com.

When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150

Oct 31 2024 28 mins  
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 road—and how to avoid this common trap. For full show notes, see kitces.com and thesocietyofadvice.com.

Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149

Oct 17 2024 31 mins  
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.com and thesocietyofadvice.com.

Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148

Oct 03 2024 34 mins  
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.com and thesocietyofadvice.com.

Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147

Sep 19 2024 33 mins  
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.com and thesocietyofadvice.com.

Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146

Sep 05 2024 29 mins  
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 online—but come away with misinformation. For full show notes, see kitces.com and thesocietyofadvice.com.

Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145

Aug 22 2024 32 mins  
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.com and thesocietyofadvice.com.

The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144

Aug 08 2024 28 mins  
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" hours—and what to do about it. For full show notes, see kitces.com and thesocietyofadvice.com.

Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143

Jul 25 2024 36 mins  
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, see kitces.com and thesocietyofadvice.com.

Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142

Jul 11 2024 45 mins  
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.com and thesocietyofadvice.com.