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
  • The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188

    The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188
    Apr 16 2026

    In the 188th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what steps advisors can begin taking today to position themselves for a successful sale in the future.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    39 m
  • Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187

    Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187
    Apr 2 2026

    In the 187th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the safeguards firms can put in place to protect themselves from legal risk, especially as they grow.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    35 m
  • Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place: Kitces & Carl Ep 186

    Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place: Kitces & Carl Ep 186
    Mar 19 2026

    In the 186th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss effective ways to convey the real value of financial planning so it genuinely resonates with clients.

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