Kitces and Carl - Real Talk for Real Financial Advisors

By: Michael Kitces MSFS MTAX CFP and Carl Richards CFP
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  • Summary

  • 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.
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Economics Management Personal Finance
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Episodes
  • The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154

    The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154
    Dec 26 2024

    In our 154th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss technology and AI's role in the future of financial advice.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    33 mins
  • Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153

    Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153
    Dec 12 2024

    In our 153rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when legacy clients start to hurt profitability down the line.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    36 mins
  • Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152

    Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152
    Nov 28 2024

    In our 152nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss surprising data from recent research on the different ways advisors charge fees.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    31 mins

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