# Kitces and Carl - Real Talk for Real Financial Advisors

Page: https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553
Text version: https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553.md
RSS feed: https://kitcesandcarl.libsyn.com/rss
Official site: https://www.kitces.com/blog/category/24-kitces-and-carl-podcast/
Author: Michael Kitces
Episodes: 194

## Resource

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.

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/kitces-and-carl-real-talk-for-real-financial-advisors-87553
Markdown: https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553.md

## Episodes
- [Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl Ep 194](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/is-it-ever-appropriate-to-engage-clients-with-fear-of-adverse-outcomes-to-persuade-them-to-action-kitces-carl-ep-194) — 2026-07-09T10:00:00+00:00
- [When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl Ep 193](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/when-clients-would-rather-feel-more-financially-successful-than-take-action-to-be-more-successful-kitces-carl-ep-193) — 2026-06-25T10:00:00+00:00
- [Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl Ep 192](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/balancing-between-the-art-of-serving-clients-creatively-and-optimizing-for-business-outcomes-kitces-carl-ep-192) — 2026-06-11T10:00:00+00:00
- [Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple: Kitces & Carl Ep 191](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/challenges-in-engaging-the-disengaged-spouse-of-a-client-couple-kitces-carl-ep-191) — 2026-05-28T10:00:00+00:00
- [The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?: Kitces & Carl Ep 190](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/the-advisor-talent-shortage-will-ai-solve-or-exacerbate-it-kitces-carl-ep-190) — 2026-05-14T10:00:00+00:00
- [Navigating Change Fatigue With And While Serving Clients: Kitces & Carl Ep 189](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/navigating-change-fatigue-with-and-while-serving-clients-kitces-carl-ep-189) — 2026-04-30T10:00:00+00:00
- [The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/the-remarkable-liquidity-of-financial-advisory-firms-when-planning-your-own-advisor-retirement-kitces-carl-ep-188) — 2026-04-16T10:00:00+00:00
- [Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/mitigating-risk-from-litigious-clients-when-your-advisor-team-grows-beyond-you-kitces-carl-ep-187) — 2026-04-02T10:00:00+00:00
- [Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place: Kitces & Carl Ep 186](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/communicating-the-value-of-financial-planning-that-clients-don-t-come-for-in-the-first-place-kitces-carl-ep-186) — 2026-03-19T10:00:00+00:00
- [The Financial Planning Value Disconnect When Clients Don't Appreciate The Long-Term Benefits: Kitces & Carl Ep 185](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/the-financial-planning-value-disconnect-when-clients-don-t-appreciate-the-long-term-benefits-kitces-carl-ep-185) — 2026-03-05T11:00:00+00:00
- [The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors: Kitces & Carl Ep 184](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/the-unexpected-ways-ai-is-changing-content-marketing-for-financial-advisors-kitces-carl-ep-184) — 2026-02-19T11:00:00+00:00
- [Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?: Kitces & Carl Ep 183](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/should-advisors-provide-opinionated-advice-or-coach-clients-to-choose-their-own-path-kitces-carl-ep-183) — 2026-02-05T11:00:00+00:00
- [Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/why-advisor-succession-plans-fail-retirement-age-is-peak-advisor-happiness-kitces-carl-ep-182) — 2026-01-22T11:00:00+00:00
- [Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/helping-clients-with-ai-bubble-fears-to-stay-the-course-kitces-carl-ep-181) — 2026-01-08T11:00:00+00:00
- [Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention: Kitces & Carl Ep 180](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/aligning-your-capital-with-what-s-important-to-you-by-focusing-on-where-you-pay-attention-kitces-carl-ep-180) — 2025-12-25T11:00:00+00:00
- [Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl Ep 179](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/holding-back-from-hiring-associate-advisors-out-of-fear-they-re-just-going-to-move-on-kitces-carl-ep-179) — 2025-12-11T11:00:00+00:00
- [Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money: Kitces & Carl Ep 178](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/helping-retired-clients-to-actually-start-spending-and-enjoying-their-money-kitces-carl-ep-178) — 2025-11-27T11:00:00+00:00
- [Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/ways-to-say-no-to-avoid-making-yourself-too-busy-kitces-carl-ep-177) — 2025-11-13T11:00:00+00:00
- [Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/ways-to-say-yes-sustainably-to-prospects-in-need-who-don-t-fit-your-minimums-kitces-carl-ep-176) — 2025-10-30T10:00:00+00:00
- [Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/visual-sketches-as-conversation-starters-to-help-clients-make-better-financial-decisions-kitces-carl-ep-175) — 2025-10-16T10:00:00+00:00
- [What Jobs Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/what-jobs-have-you-given-money-that-shape-how-you-give-advice-kitces-carl-ep-174) — 2025-10-02T10:00:00+00:00
- [When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/when-prospects-say-no-because-they-re-not-ready-to-break-up-with-their-current-advisor-kitces-carl-ep-173) — 2025-09-18T10:00:00+00:00
- [Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/scaling-financial-planning-client-affluence-vs-technology-efficiencies-kitces-carl-ep-172) — 2025-09-04T10:00:00+00:00
- [When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/when-advising-clients-loses-its-spark-burned-out-or-bored-out-kitces-carl-ep-171) — 2025-08-21T10:00:00+00:00
- [Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553/helping-clients-navigate-ai-career-challenges-by-building-financial-planning-resiliency-kitces-carl-ep-170) — 2025-08-07T10:00:00+00:00

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