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

Page: 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
Text version: 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.md
Podcast: [Kitces and Carl - Real Talk for Real Financial Advisors](https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553)
Published: 2025-09-04T10:00:00+00:00
Episode link: https://kitcesandcarl.libsyn.com/scaling-financial-planning-client-affluence-vs-technology-efficiencies-kitces-carl-ep-172
Audio file: https://traffic.libsyn.com/secure/kitcesandcarl/KCP172.mp3?dest-id=1362281
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Duration seconds: 1926

## Resource

In the 172nd episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss what research reveals as the key driver of productivity among financial advisors. For full show notes, see kitces.com and thesocietyofadvice.com .

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## Transcript

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