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
  • Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169

    Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169
    Jul 24 2025

    In the 169th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards explore how AI is set to transform the roles advisors play and the unique value they provide in client relationships.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Show More Show Less
    42 mins
  • Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168

    Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168
    Jul 10 2025

    In our 168th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it’s more effective to dive deep in the first client meeting or to focus on the immediate issue and reserve the more emotional conversations for future sessions.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Show More Show Less
    36 mins
  • Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167

    Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167
    Jun 26 2025

    In our 167th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the complex emotions money can stir up—and how a client’s level of wealth can shape an advisor’s happiness in their own life.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Show More Show Less
    37 mins
No reviews yet
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.