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

Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 44 08.10.2020 31:53

Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 43 24.09.2020 41:24

Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42 10.09.2020 28:29

Helping Older Clients Stuck In Cash On The Sidelines: Kitces & Carl Ep 41 27.08.2020 34:33

How To Turn Your Advisor Marketing Content Into A(n Entire) Book: Kitces & Carl Ep 40 13.08.2020 32:12

Avoid Writer's Block With Your Marketing By (Literally) Talking It Through: Kitces & Carl Ep 39 30.07.2020 29:23

How Do You Figure Out What You're Going To Create Content About?: Kitces & Carl Ep 38 16.07.2020 33:53

Finding Your Focus Amidst The Draw To Do More 'Public Work' In A Mid-Career Crisis: Kitces & Carl Ep 37 02.07.2020 27:08

How Do You Protect Your Own Confidence As A Financial Advisor?: Kitces & Carl Ep 36 18.06.2020 34:48

Favorite Questions To Ask A Prospective Client To Build Trust In The First Meeting: Kitces & Carl Ep 35 04.06.2020 26:26

Are We Making Financial Advice & Portfolios More Complex Than They Need To Be?: Kitces & Carl Ep 34 21.05.2020 37:22

Triaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 33 07.05.2020 33:13

Communicating Triggers And Breaking The News The Plan Has To Change: Kitces & Carl Ep 32 09.04.2020 35:41

Maintaining Personal Advisor Wellness In Times Of Market Stress: Kitces & Carl Episode 31 26.03.2020 27:17

Conveying Rational Overconfidence In Talking To Clients About Coronavirus Fears: Kitces & Carl Ep 30 19.03.2020 37:54

The Epidemic of Spending at Unsustainable Rates: Kitces & Carl Ep 29 12.03.2020 30:43

Email Productivity Hacks And Getting More Done In Your Day: Kitces & Carl Ep 28 27.02.2020 27:56

Handling The 'Required Minimum' Conversation Without Being Awkward: Kitces & Carl Ep 27 13.02.2020 30:17

Talking Clients Out Of The Bunker Portfolio: Kitces & Carl Ep 26 30.01.2020 41:26

The Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces & Carl Ep 25 16.01.2020 24:21

Improving Work-Life Balance In 2020 And Giving Yourself Permission To Rest: Kitces & Carl Ep 24 02.01.2020 30:43

Following Through On Your Business Creativity By Saying 'Yes' And Figuring It Out Later: Kitces & Carl Ep 23 19.12.2019 24:44

Simplifying Your Life By Building Habits And Kitces Travel Tips: Kitces & Carl Ep 22 05.12.2019 21:18

Do You Have To Build Confidence Before Taking Action, Or Take Action To Build Confidence?: Kitces & Carl Ep 21 21.11.2019 31:47

Is A Fiduciary Requirement Necessary When Acting In Clients' Best Interests Is Good Business Anyway?: Kitces & Carl Ep 20 07.11.2019 23:30

In our 20th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards discuss why a fiduciary rule is necessary even though acting in your client's best interests is already "good business" in the long run, how real financial advisors are at a competitive disadvantage against those who really are just out to make the next buck as quickly as possible, and how...