Episodes

  • Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141

    Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141
    Jun 27 2024

    In our 141st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the powerful questions to ask clients in order to create impactful conversations about money.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    39 mins
  • 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
  • When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137

    When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137
    May 2 2024

    In our 137th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when it's time to start saying no.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    39 mins
  • Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136

    Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136
    Apr 18 2024

    In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more advisors approach the age of retirement.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    35 mins
  • Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135

    Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135
    Apr 4 2024

    In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be expected to create career opportunities for up-and-coming advisors.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    31 mins
  • Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134

    Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134
    Mar 21 2024

    In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it.

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