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Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Business Investing

Kitces and Carl - Real Talk for Real Financial Advisors

Latest episode

185 episodes

The Financial Planning Value Disconnect When Clients Don't Appreciate The Long-Term Benefits: Kitces & Carl Ep 185
05/03/2026 | 39 mins.
In the 185th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what clients truly value in their relationships with financial advisors.
For full show notes, see kitces.com and thesocietyofadvice.com.
The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors: Kitces & Carl Ep 184
19/02/2026 | 28 mins.
In the 184th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence has made content marketing simultaneously more accessible and more challenging than ever.
For full show notes, see kitces.com and thesocietyofadvice.com.
Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?: Kitces & Carl Ep 183
05/02/2026 | 36 mins.
In the 183rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss whether it's more effective to give clients clear, step-by-step guidance or empower them to become the heroes of their own stories.
For full show notes, see kitces.com and thesocietyofadvice.com.
Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182
22/01/2026 | 35 mins.
In the 182nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the happiest time in an advisor's career—and how that may be fueling the industry's succession planning gap.
For full show notes, see kitces.com and thesocietyofadvice.com.
Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181
08/01/2026 | 42 mins.
In the 181st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to thoughtfully address client fears and uncertainties about the rapidly evolving AI landscape.
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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Business Investing Management