Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

Business EN ↓ 194 episodes

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.

Author

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Episodes

Retaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 69 23.09.2021 28:34

Managing Advisor Turnover And The Transferability Of Trust: Kitces & Carl Ep 68 09.09.2021 26:02

Setting A Personal Growth Goal When You Don't Need More Revenue For Success: Kitces & Carl Ep 67 26.08.2021 33:05

Helping Clients To Stop Maximizing Their Wealth And Set Goals To Enjoy It Instead: Kitces & Carl Ep 66 12.08.2021 33:35

Handling Clients Who Bring Their Own 'Hot' Investment Ideas: Kitces & Carl Ep 65 29.07.2021 35:38

Why AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces & Carl Ep 64 15.07.2021 32:43

How To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces & Carl Ep 63 01.07.2021 36:23

Do Vision And Mission Statements Really Matter For Advisory Firms?: Kitces & Carl Ep 62 17.06.2021 24:19

Taking The Leap To Launch When You Don't Have The Capital To Finance It: Kitces & Carl Ep 61 03.06.2021 27:23

The Training That Service Advisors Need To Get To The Next Level: Kitces & Carl Ep 60 20.05.2021 28:48

The Time Trap - How Do You Find The Time To Get More Time Efficient?: Kitces & Carl Ep 59 06.05.2021 29:15

Getting Mentally Unstuck From Thinking About Clients 'Too Much': Kitces & Carl Ep 58 22.04.2021 18:26

Transitioning 'Good' Clients Who Simply Can't Be Served Profitably: Kitces & Carl Ep 57 08.04.2021 28:41

The Advisor Fee Debate And Focusing On Value Over Price: Kitces & Carl Ep 56 25.03.2021 31:04

Implementing A Waiting List Or Just Referring Clients Out: Kitces & Carl Ep 55 11.03.2021 32:19

Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54 25.02.2021 29:20

Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53 11.02.2021 32:55

Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 52 28.01.2021 22:37

Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 51 14.01.2021 34:42

Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 50 31.12.2020 29:45

Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 49 17.12.2020 37:23

Why Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces & Carl Ep 48 03.12.2020 26:24

Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47 19.11.2020 26:30

Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46 05.11.2020 22:10

Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45 22.10.2020 31:55

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Kitces and Carl - Real Talk for Real Financial Advisors

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Listen to the Kitces and Carl - Real Talk for Real Financial Advisors podcast in Replaio

Kitces and Carl - Real Talk for Real Financial Advisors