Podcast

Kitces and Carl - Real Talk for Real Financial Advisors

Author: Michael Kitces
Feed episode count: 194
Official site: https://www.kitces.com/blog/category/24-kitces-and-carl-podcast/
RSS: https://kitcesandcarl.libsyn.com/rss
JSON: /v1/public/podcasts/kitces-and-carl-real-talk-for-real-financial-advisors-87553
Markdown: /podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553.md

Summary

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.

Episodes

Jul 9, 2026 · not_requested

Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl Ep 194

Duration seconds: 2331
Source: https://kitcesandcarl.libsyn.com/is-it-ever-appropriate-to-engage-clients-with-fear-of-adverse-outcomes-to-persuade-them-to-action-kitces-carl-ep-194

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Jun 25, 2026 · not_requested

When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl Ep 193

Duration seconds: 1976
Source: https://kitcesandcarl.libsyn.com/when-clients-would-rather-feel-more-financially-successful-than-take-action-to-be-more-successful-kitces-carl-ep-193

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Jun 11, 2026 · not_requested

Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl Ep 192

Duration seconds: 1942
Source: https://kitcesandcarl.libsyn.com/balancing-between-the-art-of-serving-clients-creatively-and-optimizing-for-business-outcomes-kitces-carl-ep-192

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May 28, 2026 · not_requested

Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple: Kitces & Carl Ep 191

Duration seconds: 2106
Source: https://kitcesandcarl.libsyn.com/challenges-in-engaging-the-disengaged-spouse-of-a-client-couple-kitces-carl-ep-191

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May 14, 2026 · not_requested

The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?: Kitces & Carl Ep 190

Duration seconds: 1897
Source: https://kitcesandcarl.libsyn.com/the-advisor-talent-shortage-will-ai-solve-or-exacerbate-it-kitces-carl-ep-190

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Apr 30, 2026 · not_requested

Navigating Change Fatigue With And While Serving Clients: Kitces & Carl Ep 189

Duration seconds: 2615
Source: https://kitcesandcarl.libsyn.com/navigating-change-fatigue-with-and-while-serving-clients-kitces-carl-ep-189

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Apr 16, 2026 · not_requested

The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188

Duration seconds: 2312
Source: https://kitcesandcarl.libsyn.com/the-remarkable-liquidity-of-financial-advisory-firms-when-planning-your-own-advisor-retirement-kitces-carl-ep-188

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Apr 2, 2026 · not_requested

Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187

Duration seconds: 2089
Source: https://kitcesandcarl.libsyn.com/mitigating-risk-from-litigious-clients-when-your-advisor-team-grows-beyond-you-kitces-carl-ep-187

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Mar 19, 2026 · not_requested

Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place: Kitces & Carl Ep 186

Duration seconds: 2049
Source: https://kitcesandcarl.libsyn.com/communicating-the-value-of-financial-planning-that-clients-dont-come-for-in-the-first-place-kitces-carl-ep-186

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Mar 5, 2026 · not_requested

The Financial Planning Value Disconnect When Clients Don't Appreciate The Long-Term Benefits: Kitces & Carl Ep 185

Duration seconds: 2365
Source: https://kitcesandcarl.libsyn.com/the-financial-planning-value-disconnect-when-clients-dont-appreciate-the-long-term-benefits-kitces-carl-ep-185

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Feb 19, 2026 · not_requested

The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors: Kitces & Carl Ep 184

Duration seconds: 1717
Source: https://kitcesandcarl.libsyn.com/the-unexpected-ways-ai-is-changing-content-marketing-for-financial-advisors-kitces-carl-ep-184

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Feb 5, 2026 · not_requested

Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?: Kitces & Carl Ep 183

Duration seconds: 2174
Source: https://kitcesandcarl.libsyn.com/should-advisors-provide-opinionated-advice-or-coach-clients-to-choose-their-own-path-kitces-carl-ep-183

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Jan 22, 2026 · not_requested

Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182

Duration seconds: 2131
Source: https://kitcesandcarl.libsyn.com/why-advisor-succession-plans-fail-retirement-age-is-peak-advisor-happiness-kitces-carl-ep-182

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Jan 8, 2026 · not_requested

Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181

Duration seconds: 2548
Source: https://kitcesandcarl.libsyn.com/helping-clients-with-ai-bubble-fears-to-stay-the-course-kitces-carl-ep-181

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Dec 25, 2025 · not_requested

Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention: Kitces & Carl Ep 180

Duration seconds: 2028
Source: https://kitcesandcarl.libsyn.com/aligning-your-capital-with-whats-important-to-you-by-focusing-on-where-you-pay-attention-kitces-carl-ep-180

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Dec 11, 2025 · not_requested

Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl Ep 179

Duration seconds: 2000
Source: https://kitcesandcarl.libsyn.com/holding-back-from-hiring-associate-advisors-out-of-fear-theyre-just-going-to-move-on-kitces-carl-ep-179

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Nov 27, 2025 · not_requested

Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money: Kitces & Carl Ep 178

Duration seconds: 1875
Source: https://kitcesandcarl.libsyn.com/helping-retired-clients-to-actually-start-spending-and-enjoying-their-money-kitces-carl-ep-178

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Nov 13, 2025 · not_requested

Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177

Duration seconds: 2311
Source: https://kitcesandcarl.libsyn.com/ways-to-say-no-to-avoid-making-yourself-too-busy-kitces-carl-ep-177

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Oct 30, 2025 · not_requested

Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176

Duration seconds: 2072
Source: https://kitcesandcarl.libsyn.com/ways-to-say-yes-sustainably-to-prospects-in-need-who-dont-fit-your-minimums-kitces-carl-ep-176

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Oct 16, 2025 · not_requested

Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175

Duration seconds: 2841
Source: https://kitcesandcarl.libsyn.com/visual-sketches-as-conversation-starters-to-help-clients-make-better-financial-decisions-kitces-carl-ep-175

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Oct 2, 2025 · not_requested

What Jobs Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174

Duration seconds: 1829
Source: https://kitcesandcarl.libsyn.com/what-jobs-have-you-given-money-that-shape-how-you-give-advice-kitces-carl-ep-174

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Sep 18, 2025 · not_requested

When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173

Duration seconds: 1740
Source: https://kitcesandcarl.libsyn.com/when-prospects-say-no-because-theyre-not-ready-to-break-up-with-their-current-advisor-kitces-carl-ep-173

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Sep 4, 2025 · not_requested

Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172

Duration seconds: 1926
Source: https://kitcesandcarl.libsyn.com/scaling-financial-planning-client-affluence-vs-technology-efficiencies-kitces-carl-ep-172

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Aug 21, 2025 · not_requested

When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171

Duration seconds: 1818
Source: https://kitcesandcarl.libsyn.com/when-advising-clients-loses-its-spark-burned-out-or-bored-out-kitces-carl-ep-171

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Aug 7, 2025 · not_requested

Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170

Duration seconds: 1983
Source: https://kitcesandcarl.libsyn.com/helping-clients-navigate-ai-career-challenges-by-building-financial-planning-resiliency-kitces-carl-ep-170

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