{"podcast":{"title":"Kitces and Carl - Real Talk for Real Financial Advisors","slug":"kitces-and-carl-real-talk-for-real-financial-advisors-87553","podcast_index_feed_id":87553,"rss_url":"https://kitcesandcarl.libsyn.com/rss","website_url":"https://www.kitces.com/blog/category/24-kitces-and-carl-podcast/","image_url":"https://static.libsyn.com/p/assets/1/4/2/0/1420560ff4c0adf5/kitces-and-carl-1_1_1.jpg","author":"Michael Kitces","episode_count":194,"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.","last_synced_at":"2026-07-09T20:17:53.996561+00:00","page_url":"https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553"},"episode":{"title":"Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187","slug":"mitigating-risk-from-litigious-clients-when-your-advisor-team-grows-beyond-you-kitces-carl-ep-187","published_at":"2026-04-02T10:00:00+00:00","page_url":"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","show_page_url":"https://stenobird.com/podcast/kitces-and-carl-real-talk-for-real-financial-advisors-87553","url":"https://kitcesandcarl.libsyn.com/mitigating-risk-from-litigious-clients-when-your-advisor-team-grows-beyond-you-kitces-carl-ep-187","audio_url":"https://traffic.libsyn.com/secure/kitcesandcarl/KCP187.mp3?dest-id=1362281","summary":"In the 187th episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss the safeguards firms can put in place to protect themselves from legal risk, especially as they grow. For full show notes, see kitces.com and thesocietyofadvice.com .","meta_description":"In the 187th episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss the safeguards firms can put in place to pr…","key_points":[],"chapters":[],"topics":[],"duration_seconds":2089,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/kitces-and-carl-real-talk-for-real-financial-advisors-87553/episodes/mitigating-risk-from-litigious-clients-when-your-advisor-team-grows-beyond-you-kitces-carl-ep-187/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"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.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}