Kitces and Carl - Real Talk for Real Financial Advisors Podcast Por Michael Kitces MSFS MTAX CFP and Carl Richards CFP arte de portada

Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors

De: Michael Kitces MSFS MTAX CFP and Carl Richards CFP
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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. Economía Finanzas Personales Gestión Gestión y Liderazgo
Episodios
  • Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?: Kitces & Carl Ep 183

    Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?: Kitces & Carl Ep 183
    Feb 5 2026

    In the 183rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss whether it's more effective to give clients clear, step-by-step guidance or empower them to become the heroes of their own stories.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    36 m
  • Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182

    Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182
    Jan 22 2026

    In the 182nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the happiest time in an advisor's career—and how that may be fueling the industry's succession planning gap.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    36 m
  • Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181

    Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181
    Jan 8 2026

    In the 181st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to thoughtfully address client fears and uncertainties about the rapidly evolving AI landscape.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    42 m
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