Kitces and Carl - Real Talk for Real Financial Advisors

196 episodes

When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs: Kitces & Carl Ep 196
06/08/2026 | 36 mins.
In the 196th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the role of "gut feelings" and intuition in decision-making after the data has been fully analyzed.
For full show notes, see kitces.com and thesocietyofadvice.com.
Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195
23/07/2026 | 34 mins.
In the 195th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between proactive and reactive client communication.
For full show notes, see kitces.com and thesocietyofadvice.com.
Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl Ep 194
09/07/2026 | 38 mins.
In the 194th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the ongoing debate surrounding fear-based marketing tactics.
For full show notes, see kitces.com and thesocietyofadvice.com.
When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl Ep 193
25/06/2026 | 32 mins.
In the 193rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the challenge of motivating clients to take difficult but necessary action toward their goals.
For full show notes, see kitces.com and thesocietyofadvice.com.
Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl Ep 192
11/06/2026 | 32 mins.
In the 192nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can stay creative without losing sight of the business side of things.
For full show notes, see kitces.com and thesocietyofadvice.com.

More Business podcasts

Trending Business podcasts

About Kitces and Carl - Real Talk for Real Financial Advisors

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.

Podcast website

Business Investing Management

Listen to Kitces and Carl - Real Talk for Real Financial Advisors, The Other Hand and many other podcasts from around the world with the radio.net app

Get the free radio.net app

Stations and podcasts to bookmark
Stream via Wi-Fi or Bluetooth
Supports Carplay & Android Auto
Many other app features

Open app

Get the free radio.net app

Stations and podcasts to bookmark
Stream via Wi-Fi or Bluetooth
Supports Carplay & Android Auto
Many other app features

Kitces and Carl - Real Talk for Real Financial Advisors

Scan code,
download the app,
start listening.