Advertise on podcast: Kitces and Carl - Real Talk for Real Financial Advisors
Rating
4.7from
This podcast has
201 episodes
Language
EnglishExplicit
No
Date created
2019/06/19
Latest episode
2026/10/15
Average duration
36 min.
Release period
14 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
When Keeping Your Options Open Is Riskier Than Making A Commitment
2026/10/15
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.
Articulating The (Evolving) Value Of Financial Planning To Prospects
2026/10/01
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.
Breaking Bad News To A Client About Prior Problematic Financial Decisions
2026/09/17
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.
The Temptation To Take On More Clients To Build (3X) Enterprise Value
2026/09/03
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.
Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is
2026/08/20
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.
When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs
2026/08/06
In the 196th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the role of "gut feelings" and intuition in decision-making after the data has been fully analyzed.
For full show notes, see kitces.com and thesocietyofadvice.com.
Engagement Trap and Reactive vs Proactive Touchpoints
2026/07/23
In the 195th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between proactive and reactive client communication.
For full show notes, see kitces.com and thesocietyofadvice.com.
Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?
2026/07/09
In the 194th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the ongoing debate surrounding fear-based marketing tactics.
For full show notes, see kitces.com and thesocietyofadvice.com.
When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful-Ca
2026/06/25
In the 193rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the challenge of motivating clients to take difficult but necessary action toward their goals.
For full show notes, see kitces.com and thesocietyofadvice.com.
Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes
2026/06/11
In the 192nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can stay creative without losing sight of the business side of things.
For full show notes, see kitces.com and thesocietyofadvice.com.
Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple
2026/05/28
In the 191st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to navigate working with couples when one partner is checked out.
For full show notes, see kitces.com and thesocietyofadvice.com.
The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?
2026/05/14
In the 190th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence could reshape the industry—and why one possible outcome may not be as appealing as it seems.
For full show notes, see kitces.com and thesocietyofadvice.com.
Navigating Change Fatigue With And While Serving Clients
2026/04/30
In the 189th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support and guide clients when things feel uncertain.
For full show notes, see kitces.com and thesocietyofadvice.com.
The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement
2026/04/16
In the 188th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what steps advisors can begin taking today to position themselves for a successful sale in the future.
For full show notes, see kitces.com and thesocietyofadvice.com.
Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You
2026/04/02
In the 187th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the safeguards firms can put in place to protect themselves from legal risk, especially as they grow.
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...
GCHR! 2023/08/24
Wow, get to the point!
Lots of blather.
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...
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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