Episodios

  • Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177

    Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
    Nov 13 2025

    In the 177th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why learning to say "no" can be game-changing—and how to do it without all the guilt.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    39 m
  • Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176

    Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176
    Oct 30 2025

    In the 176th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support clients who need financial guidance but can't afford traditional advisory fees.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    35 m
  • Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175

    Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175
    Oct 16 2025

    In the 175th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how sketches can spark more meaningful money conversations.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    47 m
  • What Jobs Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174

    What Jobs Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174
    Oct 2 2025

    In the 174th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what they'd say if they could talk directly to money—and what money might say back.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    30 m
  • When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173

    When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173
    Sep 18 2025

    In the 173rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle receiving the "soft no" after meeting with a client who seems like a great fit.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    29 m
  • Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172

    Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172
    Sep 4 2025

    In the 172nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what research reveals as the key driver of productivity among financial advisors.

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