Podcasts by Kitces and Carl - Real Talk for Real Financial Advisors

Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces&Carl Ep 126 from 2023-11-30T11:00

In our 126th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it makes more sense to focus on increasing prod...

Scale Your Business, Leverage Yourself, Or Just Grow?: Kitces&Carl Ep 125 from 2023-11-16T11:00

In our 125th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it really means to scale. 

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When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces&Carl Ep 124 from 2023-11-02T10:00

In our 124th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients no longer fit your specializ...

Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces&Carl Ep 123 from 2023-10-19T10:00

In our 123rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether all advisors choosing a niche results in some p...

Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces&Carl Ep 122 from 2023-10-05T10:00

In our 122nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to guide client decisions that aren't about wealth ...

Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces&Carl Ep 121 from 2023-09-21T10:00

In our 121st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether self-promotion is essential for advisors. Listen

Is It Really Harder To Scale A Small RIA Today, Or Are Firms Just Navigating The Growth Treadmill?: Kitces&Carl Ep 120 from 2023-09-07T10:00

In our 120th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the recurring myth that small RIAs are doomed due to sc...

Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces&Carl Ep 119 from 2023-08-24T10:00

In our 119th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to get an older advisor (who isn't as engaged in gr...

(Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces&Carl Ep 118 from 2023-08-10T10:00

In our 118th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether you hang onto being a financial advisor even wh...

Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces&Carl Ep 117 from 2023-07-27T10:00

In our 117th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it looks like when you're done growing the busines...

Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces&Carl Ep 116 from 2023-07-13T10:00

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Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces&Carl Ep 115 from 2023-06-29T10:00

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When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces&Carl Ep 114 from 2023-06-15T10:00

For many financial advisors, keeping an open line of communication Listen

What Does It Really Mean To Be A Lead Advisor?: Kitces&Carl Ep 113 from 2023-06-01T10:00

While...

When You No Longer Want To Be A Manager And Have To Let An Associate Advisor Go: Kitces&Carl Ep 112 from 2023-05-18T10:00

In our 112th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about what it looks like when you have t...

Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces&Carl Ep 111 from 2023-05-04T10:00

In our 111th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about when to hire—and why.

Dressing Up For Clients (Do Advisors Really Need To Dress For Success?): Kitces&Carl Ep 110 from 2023-04-20T10:00

In our 110th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about the idea that advisors should dres...

Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces&Carl Ep 109 from 2023-04-06T10:00

In our 109th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about how advisors live their lives—and ...

Crafting A (Marketing) Manifesto To Show What You Really Stand For: Kitces&Carl Ep 108 from 2023-03-23T10:00

In our 108th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk a...

The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces&Carl Ep 107 from 2023-03-09T11:00

In our Listen

Sharing 'Real' Examples Of Your Work To Show The Value Of Financial Planning: Kitces&Carl Ep 106 from 2023-02-23T11:00

When A Prospect Doesn't Meet Your Minimums—Navigating The Awkwardness Gracefully: Kitces&Carl Ep 105 from 2023-02-09T11:00

How Do You NOT Grow (And Finding The Constraints To Help Say No): Kitces&Carl Ep 104 from 2023-01-26T11:00

Balancing Client Responsiveness With The Proactive Sledgehammer of Value: Kitces&Carl Ep 103 from 2023-01-12T11:00

Reflecting On The Journey Of Building A Career And Business: Kitces&Carl Ep 102 from 2022-12-29T11:00

Where Are All The Proudly Premium-Fee Advisors?: Kitces&Carl Ep 101 from 2022-12-15T11:00

Is Advisor Technology Really About Making Planning Faster... Or Better?: Kitces&Carl Ep 100 from 2022-12-01T11:00

What Does It Take For You To Find The Confidence To Take Action?: Kitces&Carl Ep 99 from 2022-11-17T11:00

Fee Schedule Complexity And Managing The Fear Of Leaving Opportunities On The Table: Kitces&Carl Ep 98 from 2022-11-03T10:00

Talking Clients Down From Making Politically-Motivated Portfolio Changes: Kitces&Carl Ep 97 from 2022-10-20T10:00

Handling Politically Charged Clients Who Make It Uncomfortable To Be Their Advisor: Kitces&Carl Ep 96 from 2022-10-06T10:00

Building Your Advisor Marketing Content By Packaging Your Client Wisdom: Kitces&Carl Ep 95 from 2022-09-22T10:00

Is Being A Financial Planner A Service Business Or An Intellectual Property Business?: Kitces&Carl Ep 94 from 2022-09-08T10:00

Getting An ROI From Your New Associate Advisor (In Less Than 6 Years): Kitces&Carl Ep 93 from 2022-08-25T10:00

When Clients Want Certainty You Just Can't Give Them: Kitces&Carl Ep 92 from 2022-08-11T10:00

Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces&Carl Ep 91 from 2022-07-28T10:00

Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces&Carl Ep 90 from 2022-07-14T10:00

From Financial Plan Software To One Page Financial Planning: Kitces&Carl Ep 89 from 2022-06-30T10:00

Showing Your Value To Prospects When Everything Is Already Going Well: Kitces&Carl Ep 88 from 2022-06-16T10:00

Balancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces&Carl Ep 87 from 2022-06-02T10:00

Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces&Carl Ep 86 from 2022-05-19T10:00

Building Your (Local) Brand With PR That Actually Works: Kitces&Carl Ep 85 from 2022-05-05T10:00

How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces&Carl Ep 84 from 2022-04-21T10:00

When The Big Prospect Doesn't Want Your Financial Plan: Kitces&Carl Ep 83 from 2022-04-07T10:00

Balancing The Desire To Serve With The Financial Demands Of Growth: Kitces&Carl Ep 82 from 2022-03-24T10:00

Increasing Client Touch Points With Asynchronous Client Meetings: Kitces&Carl Ep 81 from 2022-03-10T11:00

How Advisory Firms Evolve Their Specializations Over Time: Kitces&Carl Ep 80 from 2022-02-24T11:00

Finding Your Future Specialization By Interviewing Your Current Clients: Kitces&Carl Ep 79 from 2022-02-10T11:00

Communicating Hard News To Clients (When You Plan To Relocate The Business): Kitces&Carl Ep 78 from 2022-01-27T11:00

How to communicate with clients—even when it's hard news.

Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces&Carl Ep 77 from 2022-01-13T11:00

Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces&Carl Ep 76 from 2021-12-30T11:00

Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces&Carl Ep 75 from 2021-12-16T11:00

Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces&Carl Ep 74 from 2021-12-02T11:00

Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces&Carl Ep 73 from 2021-11-18T11:00

Do You Want A Lifestyle Practice Or Fear Building A Bigger One?: Kitces&Carl Ep 72 from 2021-11-04T10:00

When You Want To Delegate But Don't Want To Manage: Kitces&Carl Ep 71 from 2021-10-21T10:00

The Paralyzing Fear Of Being Wrong (In Our Planning Projections): Kitces&Carl Ep 70 from 2021-10-07T10:00

Retaining The Client Who Transfers Out Without Notice: Kitces&Carl Ep 69 from 2021-09-23T10:00

Managing Advisor Turnover And The Transferability Of Trust: Kitces&Carl Ep 68 from 2021-09-09T10:00

Setting A Personal Growth Goal When You Don't Need More Revenue For Success: Kitces&Carl Ep 67 from 2021-08-26T10:00

Helping Clients To Stop Maximizing Their Wealth And Set Goals To Enjoy It Instead: Kitces&Carl Ep 66 from 2021-08-12T10:00

Handling Clients Who Bring Their Own 'Hot' Investment Ideas: Kitces&Carl Ep 65 from 2021-07-29T10:00

Why AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces&Carl Ep 64 from 2021-07-15T10:00

How To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces&Carl Ep 63 from 2021-07-01T10:00

Do Vision And Mission Statements Really Matter For Advisory Firms?: Kitces&Carl Ep 62 from 2021-06-17T10:00

Taking The Leap To Launch When You Don't Have The Capital To Finance It: Kitces&Carl Ep 61 from 2021-06-03T10:00

The Training That Service Advisors Need To Get To The Next Level: Kitces&Carl Ep 60 from 2021-05-20T10:00

The Time Trap - How Do You Find The Time To Get More Time Efficient?: Kitces&Carl Ep 59 from 2021-05-06T10:00

Getting Mentally Unstuck From Thinking About Clients 'Too Much': Kitces&Carl Ep 58 from 2021-04-22T10:00

Transitioning 'Good' Clients Who Simply Can't Be Served Profitably: Kitces&Carl Ep 57 from 2021-04-08T10:00

The Advisor Fee Debate And Focusing On Value Over Price: Kitces&Carl Ep 56 from 2021-03-25T10:00

Implementing A Waiting List Or Just Referring Clients Out: Kitces&Carl Ep 55 from 2021-03-11T11:00

Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces&Carl Ep 54 from 2021-02-25T11:00

Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces&Carl Ep 53 from 2021-02-11T11:00

Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces&Carl Ep 52 from 2021-01-28T11:00

Fighting The Fear of Focusing When Trying To Select A Niche: Kitces&Carl Ep 51 from 2021-01-14T11:00

Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces&Carl Ep 50 from 2020-12-31T11:00

Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces&Carl Ep 49 from 2020-12-17T11:00

Why Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces&Carl Ep 48 from 2020-12-03T11:00

Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces&Carl Ep 47 from 2020-11-19T11:00

Transitioning Existing Clients To Become More Financial Planning Focused: Kitces&Carl Ep 46 from 2020-11-05T11:00

Making Annual Client Review Meetings More Financial Planning Centric: Kitces&Carl Ep 45 from 2020-10-22T10:00

Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces&Carl Ep 44 from 2020-10-08T10:00

Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces&Carl Ep 43 from 2020-09-24T10:00

Overcoming Objections By Asking More Questions To Determine Fit: Kitces&Carl Ep 42 from 2020-09-10T10:00

Helping Older Clients Stuck In Cash On The Sidelines: Kitces&Carl Ep 41 from 2020-08-27T10:00

How To Turn Your Advisor Marketing Content Into A(n Entire) Book: Kitces&Carl Ep 40 from 2020-08-13T10:00

Avoid Writer's Block With Your Marketing By (Literally) Talking It Through: Kitces&Carl Ep 39 from 2020-07-30T10:00

How Do You Figure Out What You're Going To Create Content About?: Kitces&Carl Ep 38 from 2020-07-16T10:00

Finding Your Focus Amidst The Draw To Do More 'Public Work' In A Mid-Career Crisis: Kitces&Carl Ep 37 from 2020-07-02T10:00

How Do You Protect Your Own Confidence As A Financial Advisor?: Kitces&Carl Ep 36 from 2020-06-18T10:00

Favorite Questions To Ask A Prospective Client To Build Trust In The First Meeting: Kitces&Carl Ep 35 from 2020-06-04T10:00

Are We Making Financial Advice&Portfolios More Complex Than They Need To Be?: Kitces&Carl Ep 34 from 2020-05-21T10:00

Triaging Clients Efficiently Through Critical Financial Care: Kitces&Carl Ep 33 from 2020-05-07T11:00

Communicating Triggers And Breaking The News The Plan Has To Change: Kitces&Carl Ep 32 from 2020-04-09T10:00

Maintaining Personal Advisor Wellness In Times Of Market Stress: Kitces&Carl Episode 31 from 2020-03-26T10:00

Conveying Rational Overconfidence In Talking To Clients About Coronavirus Fears: Kitces&Carl Ep 30 from 2020-03-19T10:00

The Epidemic of Spending at Unsustainable Rates: Kitces&Carl Ep 29 from 2020-03-12T10:00

Email Productivity Hacks And Getting More Done In Your Day: Kitces&Carl Ep 28 from 2020-02-27T11:00

Handling The 'Required Minimum' Conversation Without Being Awkward: Kitces&Carl Ep 27 from 2020-02-13T11:00

Talking Clients Out Of The Bunker Portfolio: Kitces&Carl Ep 26 from 2020-01-30T11:00

The Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces&Carl Ep 25 from 2020-01-16T11:00

Improving Work-Life Balance In 2020 And Giving Yourself Permission To Rest: Kitces&Carl Ep 24 from 2020-01-02T11:00

Following Through On Your Business Creativity By Saying 'Yes' And Figuring It Out Later: Kitces&Carl Ep 23 from 2019-12-19T11:00

Simplifying Your Life By Building Habits And Kitces Travel Tips: Kitces&Carl Ep 22 from 2019-12-05T11:00

Do You Have To Build Confidence Before Taking Action, Or Take Action To Build Confidence?: Kitces&Carl Ep 21 from 2019-11-21T11:00

Is A Fiduciary Requirement Necessary When Acting In Clients' Best Interests Is Good Business Anyway?: Kitces&Carl Ep 20 from 2019-11-07T11:00

In our 20th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards discuss why a fiduciary rule is necessary even though acting in your client’s best i...

Is Any Financial Advisor Business Model Truly Conflict Free?: Kitces&Carl Ep 19 from 2019-10-24T10:00

In our 19th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards talk about these conflicts of interest, and the dilemma that financial advisors face...

Talking Clients Off The Ledge From 'Scary' Markets: Kitces&Carl Ep 18 from 2019-10-10T10:00

In our 18th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards extend their last podcast and look at communication strategies advisors can use to s...

Responding With Empathy When Clients Call About “Scary” Markets: Kitces&Carl Ep 17 from 2019-09-26T10:00

In our 17th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards talk about the importance (and challenges) of responding with empathy to clients who...

Helping Clients Understand What It Really Means To Retire: Kitces&Carl Ep 16 from 2019-09-12T10:00

In our sixteenth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards explore different ways advisors can frame their conversations with clients when...

Why Are We So Afraid To Just Listen: Kitces&Carl Ep 15 from 2019-08-29T10:00

In our 15th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss the value of really listening to clients, and how, by s...

Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces&Carl Ep 14 from 2019-08-15T10:00

In our 14^th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards  explore the various functions that a physical financial plan deliverable...

The Better Way To Send Market (And Other) Commentary Emails To Clients: Kitces&Carl Ep 13 from 2019-08-01T10:00

So, in our (lucky) 13th episode, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss why it’s important to send regular commentary, provide a specific exa...

Communicating With Clients To Bring Them Under The Cone Of Trust: Kitces&Carl Ep 12 from 2019-07-18T10:00

For our 12th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss if sending market commentary to clients actually helps solve an...

What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces&Carl Ep 11 from 2019-07-04T10:00

In our eleventh episode of “Kitces & Carl”, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss the roots of various industry titles, why you might want t...

Transitioning Long-Standing Clients To Create Room To Grow: Kitces&Carl Ep 10 from 2019-07-03T10:00

In our tenth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss some reasons you may need to start transitioning long-standin...

How Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces&Carl Ep 09 from 2019-07-02T10:00

In our ninth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss why some advisors wind up being unhappy in an otherwise “succes...

What Would You Do With Your Time If You COULD Be More Productive As A Financial Advisor?: Kitces&Carl Ep 08 from 2019-07-01T10:00

In our eighth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss how financial advisors are spending their time, strategies tha...

Authenticity Vs. Professional Credibility And Admitting Your Own Financial Sins: Kitces&Carl Ep 07 from 2019-06-28T10:00

In our seventh episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to debunk some long-standing myths around what it really means to be a “...

Building Resiliency For The Stress Of Being A Financial Advisor: Kitces&Carl Ep 06 from 2019-06-27T10:00

In our sixth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss proactive steps advisors can take to prepare themselves to deal...

Do Clients Really Value Getting Help Managing Their Behavior Gap?: Kitces&Carl Ep 05 from 2019-06-26T10:00

In our fifth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of whether advisors should even bother trying to c...

Does Social Media Really Matter For Financial Advisors?: Kitces&Carl Ep 04 from 2019-06-25T10:00

In our fourth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of the extent to which financial advisors sho...