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Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors

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

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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Top 10 Kitces and Carl - Real Talk for Real Financial Advisors Episodes

Goodpods has curated a list of the 10 best Kitces and Carl - Real Talk for Real Financial Advisors episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Kitces and Carl - Real Talk for Real Financial Advisors for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Kitces and Carl - Real Talk for Real Financial Advisors episode by adding your comments to the episode page.

Kitces and Carl - Real Talk for Real Financial Advisors - Getting An ROI From Your New Associate Advisor (In Less Than 6 Years): Kitces & Carl Ep 93
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08/25/22 • 34 min

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Kitces and Carl - Real Talk for Real Financial Advisors - Simplifying Your Life By Building Habits And Kitces Travel Tips: Kitces & Carl Ep 22
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12/05/19 • 21 min

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Kitces and Carl - Real Talk for Real Financial Advisors - Do Vision And Mission Statements Really Matter For Advisory Firms?: Kitces & Carl Ep 62
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06/17/21 • 24 min

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In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be expected to create career opportunities for up-and-coming advisors.

For full show notes, see kitces.com and thesocietyofadvice.com.

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Kitces and Carl - Real Talk for Real Financial Advisors - What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151
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11/14/24 • 35 min

In our 151st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what often stands in the way of delegating tasks—and what you can do to avoid common sticking points.

For full show notes, see kitces.com and thesocietyofadvice.com.

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Kitces and Carl - Real Talk for Real Financial Advisors - What Does It Take For You To Find The Confidence To Take Action?: Kitces & Carl Ep 99
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11/17/22 • 40 min

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Kitces and Carl - Real Talk for Real Financial Advisors - Scale Your Business, Leverage Yourself, Or Just Grow?: Kitces & Carl Ep 125

Scale Your Business, Leverage Yourself, Or Just Grow?: Kitces & Carl Ep 125

Kitces and Carl - Real Talk for Real Financial Advisors

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11/16/23 • 36 min

In our 125th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it really means to scale.

For full show notes, see kitces.com and thesocietyofadvice.com.

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Kitces and Carl - Real Talk for Real Financial Advisors - Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147
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09/19/24 • 33 min

In our 147th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to prepare for the next market downturn.

For full show notes, see kitces.com and thesocietyofadvice.com.

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In our 123rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether all advisors choosing a niche results in some potential clients being left out of receiving financial advice.

For full show notes, see kitces.com and thesocietyofadvice.com.

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Kitces and Carl - Real Talk for Real Financial Advisors - Transitioning 'Good' Clients Who Simply Can't Be Served Profitably: Kitces & Carl Ep 57
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04/08/21 • 28 min

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FAQ

How many episodes does Kitces and Carl - Real Talk for Real Financial Advisors have?

Kitces and Carl - Real Talk for Real Financial Advisors currently has 154 episodes available.

What topics does Kitces and Carl - Real Talk for Real Financial Advisors cover?

The podcast is about Management, Investing, Michael, Financial, Podcasts and Business.

What is the most popular episode on Kitces and Carl - Real Talk for Real Financial Advisors?

The episode title 'How Do You Protect Your Own Confidence As A Financial Advisor?: Kitces & Carl Ep 36' is the most popular.

What is the average episode length on Kitces and Carl - Real Talk for Real Financial Advisors?

The average episode length on Kitces and Carl - Real Talk for Real Financial Advisors is 32 minutes.

How often are episodes of Kitces and Carl - Real Talk for Real Financial Advisors released?

Episodes of Kitces and Carl - Real Talk for Real Financial Advisors are typically released every 14 days.

When was the first episode of Kitces and Carl - Real Talk for Real Financial Advisors?

The first episode of Kitces and Carl - Real Talk for Real Financial Advisors was released on Jun 19, 2019.

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