Episodes

  • When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173

    When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173
    Sep 18 2025

    In the 173rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle receiving the "soft no" after meeting with a client who seems like a great fit.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Show More Show Less
    29 mins
  • Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172

    Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172
    Sep 4 2025

    In the 172nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what research reveals as the key driver of productivity among financial advisors.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Show More Show Less
    32 mins
  • When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171

    When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171
    Aug 21 2025

    In the 171st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss advisor burnout—and the hidden culprit that could be fueling it.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Show More Show Less
    30 mins
  • Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170

    Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170
    Aug 7 2025

    In the 170th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how financial advisors can help clients navigate career uncertainty caused by AI disruption by focusing on actionable items, offering flexibility vs long-term growth, and being more proactive in planning strategies.

    For full show notes, see kitces.com and thesocietyofadvice.com.
    Show More Show Less
    33 mins
  • 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
  • Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166

    Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166
    Jun 12 2025

    In our 166th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to help clients unlearn unhelpful lessons and shift from relying on luck-based decisions to making strategic, informed choices.

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