Kitces and Carl - Real Talk for Real Financial Advisors

Active· last episode 17 days ago

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~33 min episodes

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.

Language: English
Type: podcast

Episodes(50)

1
Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple: Kitces & Carl Ep 191
28 May35m
2
The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?: Kitces & Carl Ep 190
14 May32m
3
Navigating Change Fatigue With And While Serving Clients: Kitces & Carl Ep 189
30 Apr44m
4
The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188
16 Apr39m
5
Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187
2 Apr35m
6
Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place: Kitces & Carl Ep 186
19 Mar34m
7
The Financial Planning Value Disconnect When Clients Don't Appreciate The Long-Term Benefits: Kitces & Carl Ep 185
5 Mar39m
8
The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors: Kitces & Carl Ep 184
19 Feb29m

+42 more — listen on the platforms above

About Kitces and Carl - Real Talk for Real Financial Advisors

Language: English
Type: podcast

Episodes(50)

Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple: Kitces & Carl Ep 191

28 May35m

The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?: Kitces & Carl Ep 190

14 May32m

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

30 Apr44m

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

16 Apr39m

Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187

2 Apr35m

Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place: Kitces & Carl Ep 186

19 Mar34m

The Financial Planning Value Disconnect When Clients Don't Appreciate The Long-Term Benefits: Kitces & Carl Ep 185

5 Mar39m

The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors: Kitces & Carl Ep 184

19 Feb29m

+42 more — listen on the platforms above