Kitces and Carl - Real Talk for Real Financial Advisors

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Rating
4.6
from
200 reviews
This podcast has
132 episodes
Language
Date created
2019/06/19
Average duration
34 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


What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects
2024/02/22
In our 132nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the best way for advisors to get the word out about their services. For full show notes, see kitces.com and thesocietyofadvice.com.
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What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?
2024/02/08
In our 131st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss setting goals—and the "why" behind doing so. For full show notes, see kitces.com and thesocietyofadvice.com.
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Helping Everyone You Can Vs Getting Paid What You're Really Worth
2024/01/25
In our 130th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the advisor mindset that leads to more happiness. For full show notes, see kitces.com and thesocietyofadvice.com.
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How Autonomy, Experience, and Team Drive Advisor Wellbeing
2024/01/11
In our 129th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the results of their recent study on advisor well-being. For full show notes, see kitces.com and thesocietyofadvice.com.
more
Noticing What You Spend Money On That's Actually An Investment
2023/12/28
In our 128th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a key difference in perspective when it comes to spending money. For full show notes, see kitces.com and thesocietyofadvice.com.
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Creating Value Through Presence And The 50 Fires Podcast
2023/12/14
In our 127th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss Carl's exciting new project. For full show notes, see kitces.com and thesocietyofadvice.com.
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Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases
2023/11/30
In our 126th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it makes more sense to focus on increasing productivity or to simply increase your fees. For full show notes, see kitces.com and thesocietyofadvice.com.
more
Scale Your Business, Leverage Yourself, Or Just Grow?
2023/11/16
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.
more
When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?
2023/11/02
In our 124th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients no longer fit your specialization. For full show notes, see kitces.com and thesocietyofadvice.com.
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Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?
2023/10/19
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.
more
Helping Clients Make Decisions That DON'T Make (Financial) Sense
2023/10/05
In our 122nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to guide client decisions that aren't about wealth maximization. For full show notes, see kitces.com and thesocietyofadvice.com.
more
Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?
2023/09/21
In our 121st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether self-promotion is essential for advisors. For full show notes, see kitces.com and thesocietyofadvice.com.
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Podcast reviews

Read Kitces and Carl - Real Talk for Real Financial Advisors podcast reviews


4.6 out of 5
200 reviews
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...
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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...
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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...
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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...
more
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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PhillyDZ11 2021/04/03
A must for Financial Planners
This podcast is a must listen to if you are serious about being a Financial Planner. Each and every podcast provides value.
Monkey cheese llama 2021/03/11
A must for financial planners
If you’re a financial planner and not listening to this regularly, you’re cutting yourself short.
TurningPointChi 2020/07/25
Extremely helpful
Great episode. I am going to listen to it and and take notes.
check all reviews on aple podcasts

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