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

Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors

By: Michael Kitces MSFS MTAX CFP and Carl Richards CFP
Listen for free

About this listen

 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. Economics Management Management & Leadership Personal Finance
Episodes
  • Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165

    Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165
    May 29 2025

    In our 165th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore strategies for breaking down complex ideas into clear, simple explanations that clients can easily grasp.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Show More Show Less
    36 mins
  • Finding Repeatable Conversations To Explain Complex Concepts More Understandably: Kitces & Carl Ep 164

    Finding Repeatable Conversations To Explain Complex Concepts More Understandably: Kitces & Carl Ep 164
    May 15 2025

    In our 164th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between technical accuracy and clear, client-friendly communication.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Show More Show Less
    31 mins
  • Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163

    Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163
    May 1 2025

    In our 163rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients not only ignore advice but actively push back against it.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Show More Show Less
    33 mins

What listeners say about Kitces and Carl - Real Talk for Real Financial Advisors

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.