Episode

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

Podcast

Kitces and Carl - Real Talk for Real Financial Advisors

Published

Jun 11, 2026

Duration seconds

1942

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Summary

In the 192nd episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss how advisors can stay creative without losing sight of the business side of things. For full show notes, see kitces.com and thesocietyofadvice.com .