This browser doesn't support Spotify Web Player. Switch browsers or download Spotify for your desktop.

Kitces and Carl - Real Talk for Real Financial Advisors

By Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

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 have a healthier life.

  1. 1.
    Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 5101/14/2021
    34:41
  2. 2.
    Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 5012/31/2020
    29:44
  3. 3.
    Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 4912/17/2020
    37:22
  4. 4.
    Why Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces & Carl Ep 4812/03/2020
    26:23
  5. 5.
    Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 4711/19/2020
    26:29
  6. 6.
    Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 4611/05/2020
    22:09
  7. 7.
    Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 4510/22/2020
    31:54
  8. 8.
    Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 4410/08/2020
    31:52
  1. 9.
    Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 4309/24/2020
    41:23
  2. 10.
    Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 4209/10/2020
    28:28
  3. 11.
    Helping Older Clients Stuck In Cash On The Sidelines: Kitces & Carl Ep 4108/27/2020
    34:32
  4. 12.
    How To Turn Your Advisor Marketing Content Into A(n Entire) Book: Kitces & Carl Ep 4008/13/2020
    32:11
  5. 13.
    Avoid Writer's Block With Your Marketing By (Literally) Talking It Through: Kitces & Carl Ep 3907/30/2020
    29:22
  6. 14.
    How Do You Figure Out What You're Going To Create Content About?: Kitces & Carl Ep 3807/16/2020
    33:52
  7. 15.
    Finding Your Focus Amidst The Draw To Do More 'Public Work' In A Mid-Career Crisis: Kitces & Carl Ep 3707/02/2020
    27:07
  8. 16.
    How Do You Protect Your Own Confidence As A Financial Advisor?: Kitces & Carl Ep 3606/18/2020
    34:47
  9. 17.
    Favorite Questions To Ask A Prospective Client To Build Trust In The First Meeting: Kitces & Carl Ep 3506/04/2020
    26:26
  10. 18.
    Are We Making Financial Advice & Portfolios More Complex Than They Need To Be?: Kitces & Carl Ep 3405/21/2020
    37:23
  11. 19.
    Triaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 3305/07/2020
    33:12
  12. 20.
    Communicating Triggers And Breaking The News The Plan Has To Change: Kitces & Carl Ep 3204/09/2020
    35:40
  13. 21.
    Maintaining Personal Advisor Wellness In Times Of Market Stress: Kitces & Carl Episode 3103/26/2020
    27:16
  14. 22.
    Conveying Rational Overconfidence In Talking To Clients About Coronavirus Fears: Kitces & Carl Ep 3003/19/2020
    37:53
  15. 23.
    The Epidemic of Spending at Unsustainable Rates: Kitces & Carl Ep 2903/12/2020
    30:42
  16. 24.
    Email Productivity Hacks And Getting More Done In Your Day: Kitces & Carl Ep 2802/27/2020
    27:55
  17. 25.
    Handling The 'Required Minimum' Conversation Without Being Awkward: Kitces & Carl Ep 2702/13/2020
    30:16
  18. 26.
    Talking Clients Out Of The Bunker Portfolio: Kitces & Carl Ep 2601/30/2020
    41:25
  19. 27.
    The Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces & Carl Ep 2501/16/2020
    24:20
  20. 28.
    Improving Work-Life Balance In 2020 And Giving Yourself Permission To Rest: Kitces & Carl Ep 2401/02/2020
    30:42
  21. 29.
    Following Through On Your Business Creativity By Saying 'Yes' And Figuring It Out Later: Kitces & Carl Ep 2312/19/2019
    24:43
  22. 30.
    Simplifying Your Life By Building Habits And Kitces Travel Tips: Kitces & Carl Ep 2212/05/2019
    21:17
  23. 31.
    Do You Have To Build Confidence Before Taking Action, Or Take Action To Build Confidence?: Kitces & Carl Ep 2111/21/2019
    31:46
  24. 32.
    Is A Fiduciary Requirement Necessary When Acting In Clients' Best Interests Is Good Business Anyway?: Kitces & Carl Ep 2011/07/2019
    23:29
  25. 33.
    Is Any Financial Advisor Business Model Truly Conflict Free?: Kitces & Carl Ep 1910/24/2019
    39:20
  26. 34.
    Talking Clients Off The Ledge From 'Scary' Markets: Kitces & Carl Ep 1810/10/2019
    35:36
  27. 35.
    Responding With Empathy When Clients Call About “Scary” Markets: Kitces & Carl Ep 1709/26/2019
    27:50
  28. 36.
    Helping Clients Understand What It Really Means To Retire: Kitces & Carl Ep 1609/12/2019
    27:43
  29. 37.
    Why Are We So Afraid To Just Listen: Kitces & Carl Ep 1508/29/2019
    24:30
  30. 38.
    Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 1408/15/2019
    46:01
  31. 39.
    The Better Way To Send Market (And Other) Commentary Emails To Clients: Kitces & Carl Ep 1308/01/2019
    34:03
  32. 40.
    Communicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 1207/18/2019
    31:48
  33. 41.
    What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 1107/04/2019
    29:46
  34. 42.
    Transitioning Long-Standing Clients To Create Room To Grow: Kitces & Carl Ep 1007/03/2019
    36:34
  35. 43.
    How Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces & Carl Ep 0907/02/2019
    38:30
  36. 44.
    What Would You Do With Your Time If You COULD Be More Productive As A Financial Advisor?: Kitces & Carl Ep 0807/01/2019
    34:32
  37. 45.
    Authenticity Vs. Professional Credibility And Admitting Your Own Financial Sins: Kitces & Carl Ep 0706/28/2019
    28:24
  38. 46.
    Building Resiliency For The Stress Of Being A Financial Advisor: Kitces & Carl Ep 0606/27/2019
    26:43
  39. 47.
    Do Clients Really Value Getting Help Managing Their Behavior Gap?: Kitces & Carl Ep 0506/26/2019
    29:48
  40. 48.
    Does Social Media Really Matter For Financial Advisors?: Kitces & Carl Ep 0406/25/2019
    31:43
  41. 49.
    The Importance Of Likability As A Financial Advisor: Kitces & Carl Ep 0306/24/2019
    25:30
  42. 50.
    How To Price Your Financial Planning Services: Kitces & Carl Ep 0206/24/2019
    27:01
  43. 51.
    Thinking About The Value Of Financial Planning: Kitces & Carl Ep 0106/19/2019
    33:23

Listen to Kitces and Carl - Real Talk for Real Financial Advisors now.

Listen to Kitces and Carl - Real Talk for Real Financial Advisors in full in the Spotify app