Advertise on podcast: Kitces and Carl - Real Talk for Real Financial Advisors
Rating
4.7from
This podcast has
182 episodes
Language
EnglishExplicit
No
Date created
2019/06/19
Latest episode
2026/01/22
Average duration
36 min.
Release period
15 days
Description
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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Podcast episodes
Check latest episodes from Kitces and Carl - Real Talk for Real Financial Advisors podcast
Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness
2026/01/22
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
2026/01/08
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.
Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention
2025/12/25
In the 180th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the four sources of capital—and how the way you use them reveals your true priorities versus your stated ones.
For full show notes, see kitces.com and thesocietyofadvice.com.
Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On
2025/12/11
In the 179th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the common angst advisors feel about the idea of their associate advisors eventually leaving to build teams of their own.
For full show notes, see kitces.com and thesocietyofadvice.com.
Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money
2025/11/27
In the 178th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why many retirees struggle to spend the money they spent a lifetime saving—and how advisors can help.
For full show notes, see kitces.com and thesocietyofadvice.com.
Ways To Say No To Avoid Making Yourself Too Busy
2025/11/13
In the 177th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why learning to say "no" can be game-changing—and how to do it without all the guilt.
For full show notes, see kitces.com and thesocietyofadvice.com.
Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums
2025/10/30
In the 176th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support clients who need financial guidance but can't afford traditional advisory fees.
For full show notes, see kitces.com and thesocietyofadvice.com.
Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions
2025/10/16
In the 175th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how sketches can spark more meaningful money conversations.
For full show notes, see kitces.com and thesocietyofadvice.com.
What Jobs Have You Given Money (That Shape How You Give Advice)?
2025/10/02
In the 174th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what they'd say if they could talk directly to money—and what money might say back.
For full show notes, see kitces.com and thesocietyofadvice.com.
When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor
2025/09/18
In the 173rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle receiving the "soft no" after meeting with a client who seems like a great fit.
For full show notes, see kitces.com and thesocietyofadvice.com.
Scaling Financial Planning Client Affluence vs. Technology Efficiencies
2025/09/04
In the 172nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what research reveals as the key driver of productivity among financial advisors.
For full show notes, see kitces.com and thesocietyofadvice.com.
When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?
2025/08/21
In the 171st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss advisor burnout—and the hidden culprit that could be fueling it.
For full show notes, see kitces.com and thesocietyofadvice.com.
Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency
2025/08/07
In the 170th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how financial advisors can help clients navigate career uncertainty caused by AI disruption by focusing on actionable items, offering flexibility vs long-term growth, and being more proactive in planning strategies.
For full show notes, see kitces.com and thesocietyofadvice.com.
Is There A Future Of Financial Planning In The AI Era?
2025/07/24
In the 169th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards explore how AI is set to transform the roles advisors play and the unique value they provide in client relationships.
For full show notes, see kitces.com and thesocietyofadvice.com.
Do You Really Have To Go Deep With Every New Client In The First Meeting?
2025/07/10
In our 168th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it's more effective to dive deep in the first client meeting or to focus on the immediate issue and reserve the more emotional conversations for future sessions.
For full show notes, see kitces.com and thesocietyofadvice.com.
Podcast reviews
Read Kitces and Carl - Real Talk for Real Financial Advisors podcast reviews
DenverAnna87 2025/08/13
What a quality show
The 5 stars comes directly from the episode where you described how to tell someone they don’t meet your minimums. What solid, empathetic, long-range ...
Dadjb 2024/07/08
A must listen for advisors
This may be the most insightful and helpful podcast for advisors. There are others out there that are good, but they tend to be somewhat dogmatic and ...
REL626 2024/06/28
Secret of my Success
@carlsbluecouch is a serious Kitces & Carl fan girl. I have to say their podcasts and writing are 100% the reason my business is so successful. They a...
Mafia stacy 2023/10/28
Great podcast, especially for a new financial advisor
I found this podcast to be very helpful as I continue growing my practice, especially after coming from an institutional background. A couple of month...
Zamboni Z 2023/04/27
Relatable. Entertaining. Highly valuable.
I had never listened to a podcast before this one. As an advisor there is so much value in here. So relatable and applicable and gives voice to our cr...
GCHR! 2023/08/24
Wow, get to the point!
Lots of blather.
ckl2435 2023/04/23
For new and seasoned advisors
I find this podcast to be both engaging and immensely helpful. As an advisor of 19 years and with a flourishing practice, I continue to gain new and d...
Brent Tayet 2023/01/14
Sledgehammer of value [period].
Very appreciative of the conversation and insight they bring to this noble profession and industry.
T-swaggg 2023/01/12
Best Industry Podcast By Far!
I’m always looking to learn and improve as a financial planner and I have not found a better podcast to help me with that than this. Thank you Michael...
hdnv Esq fj J 2021/09/17
Anything less than 5 🌟s is ridiculous
Enjoy listening to Michael and Carl’s perspectives and advice. Top notch information and they seem to be truthful and genuine about what they believe....
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