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

Kitces and Carl - Real Talk for Real Financial Advisors

Business EN ↓ 194 episódios

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.

Não deixe de visitar o site do podcast e apoiar quem o produz: www.kitces.com

Autor

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

Categoria

Business

Site do podcast

www.kitces.com

Último episódio

9 de jul de 2026

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Episódios

Is Being A Financial Planner A Service Business Or An Intellectual Property Business?: Kitces & Carl Ep 94 08.09.2022
Getting An ROI From Your New Associate Advisor (In Less Than 6 Years): Kitces & Carl Ep 93 25.08.2022
When Clients Want Certainty You Just Can't Give Them: Kitces & Carl Ep 92 11.08.2022
Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91 28.07.2022
Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces & Carl Ep 90 14.07.2022
From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89 30.06.2022
Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88 16.06.2022
Balancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces & Carl Ep 87 02.06.2022
Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86 19.05.2022
Building Your (Local) Brand With PR That Actually Works: Kitces & Carl Ep 85 05.05.2022
How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84 21.04.2022
When The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83 07.04.2022
Balancing The Desire To Serve With The Financial Demands Of Growth: Kitces & Carl Ep 82 24.03.2022
Increasing Client Touch Points With Asynchronous Client Meetings: Kitces & Carl Ep 81 10.03.2022
How Advisory Firms Evolve Their Specializations Over Time: Kitces & Carl Ep 80 24.02.2022
Finding Your Future Specialization By Interviewing Your Current Clients: Kitces & Carl Ep 79 10.02.2022
Communicating Hard News To Clients (When You Plan To Relocate The Business): Kitces & Carl Ep 78 27.01.2022

How to communicate with clients—even when it's hard news.

Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77 13.01.2022
Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76 30.12.2021
Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75 16.12.2021
Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74 02.12.2021
Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 73 18.11.2021
Do You Want A Lifestyle Practice Or Fear Building A Bigger One?: Kitces & Carl Ep 72 04.11.2021
When You Want To Delegate But Don't Want To Manage: Kitces & Carl Ep 71 21.10.2021
The Paralyzing Fear Of Being Wrong (In Our Planning Projections): Kitces & Carl Ep 70 07.10.2021

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