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.

A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitc...Read More

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Episodes (71)

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When You Want To Delegate...

21 Oct 2021 | 31 mins 51 secs

When You Want To Del...

21 Oct 2021 | 31 mins 51 secs

The Paralyzing Fear Of Be...

07 Oct 2021 | 35 mins 46 secs

The Paralyzing Fear ...

07 Oct 2021 | 35 mins 46 secs

Retaining The Client Who ...

23 Sep 2021 | 28 mins 34 secs

Retaining The Client...

23 Sep 2021 | 28 mins 34 secs

Managing Advisor Turnover...

09 Sep 2021 | 26 mins 02 secs

Managing Advisor Tur...

09 Sep 2021 | 26 mins 02 secs

Setting A Personal Growth...

26 Aug 2021 | 33 mins 05 secs

Setting A Personal G...

26 Aug 2021 | 33 mins 05 secs

Helping Clients To Stop M...

12 Aug 2021 | 33 mins 35 secs

Helping Clients To S...

12 Aug 2021 | 33 mins 35 secs

Handling Clients Who Brin...

29 Jul 2021 | 35 mins 38 secs

Handling Clients Who...

29 Jul 2021 | 35 mins 38 secs

Why AUM Keeps Growing Des...

15 Jul 2021 | 32 mins 43 secs

Why AUM Keeps Growin...

15 Jul 2021 | 32 mins 43 secs

How To Deliver A One-Page...

01 Jul 2021 | 36 mins 23 secs

How To Deliver A One...

01 Jul 2021 | 36 mins 23 secs

Do Vision And Mission Sta...

17 Jun 2021 | 24 mins 19 secs

Do Vision And Missio...

17 Jun 2021 | 24 mins 19 secs

Taking The Leap To Launch...

03 Jun 2021 | 27 mins 23 secs

Taking The Leap To L...

03 Jun 2021 | 27 mins 23 secs

The Training That Service...

20 May 2021 | 28 mins 48 secs

The Training That Se...

20 May 2021 | 28 mins 48 secs

The Time Trap - How Do Yo...

06 May 2021 | 29 mins 15 secs

The Time Trap - How ...

06 May 2021 | 29 mins 15 secs

Getting Mentally Unstuck ...

22 Apr 2021 | 18 mins 26 secs

Getting Mentally Uns...

22 Apr 2021 | 18 mins 26 secs

Transitioning 'Good' Clie...

08 Apr 2021 | 28 mins 41 secs

Transitioning 'Good'...

08 Apr 2021 | 28 mins 41 secs

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Kitces and Carl - Real Talk for Real Financial Advisors

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