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
  • When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171

    When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171
    Aug 21 2025

    In the 171st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss advisor burnout—and the hidden culprit that could be fueling it.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    30 m
  • Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170

    Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170
    Aug 7 2025

    In the 170th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how financial advisors can help clients navigate career uncertainty caused by AI disruption by focusing on actionable items, offering flexibility vs long-term growth, and being more proactive in planning strategies.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    33 m
  • Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169

    Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169
    Jul 24 2025

    In the 169th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards explore how AI is set to transform the roles advisors play and the unique value they provide in client relationships.

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