# Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176 Page: 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 Text version: 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.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: 2025-10-30T10:00:00+00:00 Episode link: https://kitcesandcarl.libsyn.com/ways-to-say-yes-sustainably-to-prospects-in-need-who-dont-fit-your-minimums-kitces-carl-ep-176 Audio file: https://traffic.libsyn.com/secure/kitcesandcarl/KCP176.mp3?dest-id=1362281 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/kitces-and-carl-real-talk-for-real-financial-advisors-87553/episodes/ways-to-say-yes-sustainably-to-prospects-in-need-who-don-t-fit-your-minimums-kitces-carl-ep-176 Duration seconds: 2072 ## Resource In the 176th episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss how to support clients who need financial guidance but can't afford traditional advisory fees. For full show notes, see kitces.com and thesocietyofadvice.com . ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/kitces-and-carl-real-talk-for-real-financial-advisors-87553/episodes/ways-to-say-yes-sustainably-to-prospects-in-need-who-don-t-fit-your-minimums-kitces-carl-ep-176/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET 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.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.