Kitces and Carl - Real Talk for Real Financial Advisors cover art

Kitces and Carl - Real Talk for Real Financial Advisors

By: Michael Kitces MSFS MTAX CFP and Carl Richards CFP
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  • 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
  • Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140

    Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140
    Jun 13 2024

    In our 140th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what's likely behind the common problem of advisors prematurely worrying about scale.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    29 mins
  • When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139

    When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139
    May 30 2024

    In our 139th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when you offer "enough" value to clients that it's no longer necessary to keep doing and learning more.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    30 mins
  • Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138

    Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138
    May 16 2024

    In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you consistently do—and would love to stop doing.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    38 mins
Management Economics Personal Finance
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