Podcast

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…

Download on the App Store

Already have it? Open in the app

Latest episodes

  1. When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs: Kitces & Carl Ep 1966 Aug 2026
  2. Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 19523 Jul 2026
  3. Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl Ep 1949 Jul 2026
  4. When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl Ep 19325 Jun 2026
  5. Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl Ep 19211 Jun 2026
  6. Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple: Kitces & Carl Ep 19128 May 2026
  7. The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?: Kitces & Carl Ep 19014 May 2026
  8. Navigating Change Fatigue With And While Serving Clients: Kitces & Carl Ep 18930 Apr 2026
  9. The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 18816 Apr 2026
  10. Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 1872 Apr 2026