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Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
BusinessInvesting
Kitces and Carl - Real Talk for Real Financial Advisors
Latest episode

192 episodes

  • Kitces and Carl - Real Talk for Real Financial Advisors

    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.
  • Kitces and Carl - Real Talk for Real Financial Advisors

    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.
  • Kitces and Carl - Real Talk for Real Financial Advisors

    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.
  • Kitces and Carl - Real Talk for Real Financial Advisors

    Navigating Change Fatigue With And While Serving Clients: Kitces & Carl Ep 189

    30/04/2026 | 43 mins.
    In the 189th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support and guide clients when things feel uncertain.
    For full show notes, see kitces.com and thesocietyofadvice.com.
  • Kitces and Carl - Real Talk for Real Financial Advisors

    The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188

    16/04/2026 | 38 mins.
    In the 188th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what steps advisors can begin taking today to position themselves for a successful sale in the future.
    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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BusinessInvestingManagement

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