Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Kitces and Carl - Real Talk for Real Financial Advisors
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.
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Autor
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
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Último episódio
9 de jul de 2026
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Android 5 mi+ downloads · nota 4,8
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Episódios
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...
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