Kitces and Carl - Real Talk for Real Financial Advisors

199 episodes

Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199
17/09/2026 | 33 mins.
In the 199th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to approach telling a client that their past financial moves were suboptimal.
For full show notes, see kitces.com and thesocietyofadvice.com.
The Temptation To Take On More Clients To Build (3X) Enterprise Value: Kitces & Carl Ep 198
03/09/2026 | 30 mins.
In the 198th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss finding the balance between scaling your business and finally letting yourself enjoy the success you worked so hard to build.
For full show notes, see kitces.com and thesocietyofadvice.com.
Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is: Kitces & Carl Ep 197
20/08/2026 | 37 mins.
In the 197th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to go about figuring out what's important to clients (and how to help them figure it out for themselves).
For full show notes, see kitces.com and thesocietyofadvice.com.
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.

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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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