Kitces and Carl - Real Talk for Real Financial Advisors

194 episodes

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.
Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple: Kitces & Carl Ep 191
28/05/2026 | 35 mins.
In the 191st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to navigate working with couples when one partner is checked out.
For full show notes, see kitces.com and thesocietyofadvice.com.
The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?: Kitces & Carl Ep 190
14/05/2026 | 31 mins.
In the 190th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence could reshape the industry—and why one possible outcome may not be as appealing as it seems.
For full show notes, see kitces.com and thesocietyofadvice.com.

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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.

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