Kitces and Carl - Real Talk for Real Financial Advisors

In our 119th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to get an older advisor (who isn't as engaged in growing the business anymore) to let go and retire. For full show notes, see kitces.com  and thesocietyofadvice.com .

In our 118th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether you hang onto being a financial advisor even when you're no longer taking clients.  For full show notes, see kitces.com  and thesocietyofadvice.com .

In our 117th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it looks like when you're done growing the business. For full show notes, see kitces.com and thesocietyofadvice.com .

I n our   116th   episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discus s how to feel (or help other advisors feel) more confident talking to clients. For full show notes, see  kitces.com  and  thesocietyofadvice.com .

I n our 115th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discus s how to set pricing in order to run a viable practice .   For full show notes, see kitces.com and thesocietyofadvice.com .

For many financial advisors, keeping an open line of communication with clients is a key component of building trust , understanding the client's values , and developing a meaningful plan to help them reach their financial goals. I n our 114th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discus s ways for financial advisors to talk to clients tempted by pr...

While a dvancing a career in any industry can be challenging, th e lack of formal career development programs offered in the workplace for associate advisors can make it particularly difficult for them to gain the experience they need to become lead financial advisors . In our  113th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discus s what it means to be...

In our 112th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about what it looks like when you have to let go of an employee. For full show notes, see  kitces.com  and  thesocietyofadvice.com .

In our 111th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about when to hire—and why. For full show notes, see  kitces.com  and  thesocietyofadvice.com .

In our 110th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about the idea that advisors should dress a certain way for credibility. For full show notes, see  kitces.com  and  thesocietyofadvice.com .

In our 109th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about how advisors live their lives—and what clients think about it. For full show notes, see  kitces.com  and  thesocietyofadvice.com .

In our 108th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about marketing yourself by letting people know what you stand for. For full show notes, see  kitces.com  and  thesocietyofadvice.com .

In our 107th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss ways for advisors to find new ideas, the process of narrowing down their options and choosing the best ones, and how advisors can vet and test the viability of their ideas before implementing them on a larger scale.   For full show notes, see  kitces.com and thesocietyofadvice.com .