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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

201 episodes

  • Kitces and Carl - Real Talk for Real Financial Advisors

    When Keeping Your Options Open Is Riskier Than Making A Commitment: Kitces & Carl Ep 201

    15/10/2026 | 39 mins.
    In the 201st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how making certain decisions (that close the door on other options) reveals true priorities.
    For full show notes, see kitces.com and thesocietyofadvice.com.
  • Kitces and Carl - Real Talk for Real Financial Advisors

    Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200

    01/10/2026 | 36 mins.
    In the 200th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the value of financial planning and their current approach to communicating that value to clients.
    For full show notes, see kitces.com and thesocietyofadvice.com.
  • Kitces and Carl - Real Talk for Real Financial Advisors

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

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

    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.
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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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