Kitces and Carl - Real Talk for Real Financial Advisors

By: Michael Kitces MSFS MTAX CFP and Carl Richards CFP
  • Summary

  • 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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Episodes
  • Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152
    Nov 28 2024

    In our 152nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss surprising data from recent research on the different ways advisors charge fees.

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

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    31 mins
  • What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151
    Nov 14 2024

    In our 151st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what often stands in the way of delegating tasks—and what you can do to avoid common sticking points.

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

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    35 mins
  • When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150
    Oct 31 2024

    In our 150th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the scarcity mentality many new advisors experience when just starting out can negatively affect their career down the road—and how to avoid this common trap.

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

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    29 mins

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