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

    What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151
    Nov 14 2024

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

    When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150
    Oct 31 2024

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

    Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149
    Oct 17 2024

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

    Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148
    Oct 3 2024

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

    Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147
    Sep 19 2024

    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.
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    34 mins