Kitces and Carl - Real Talk for Real Financial Advisors

Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200

In the 200th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the value of financial planning and their current approach t

Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199

In the 199th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to approach telling a client that their past financial m

The Temptation To Take On More Clients To Build (3X) Enterprise Value: Kitces & Carl Ep 198

In the 198th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss finding the balance between scaling your business and finall

Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is: Kitces & Carl Ep 197

In the 197th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to go about figuring out what's important to clients (an

When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs: Kitces & Carl Ep 196

In the 196th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the role of "gut feelings" and intuition in decision-making

Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195

In the 195th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between proactive and reacti

Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl Ep 194

In the 194th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the ongoing debate surrounding fear-based marketing tactics.

When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl Ep 193

In the 193rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the challenge of motivating clients to take difficult but ne

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

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 b

Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple: Kitces & Carl Ep 191

In the 191st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to navigate working with couples when one partner is che

The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?: Kitces & Carl Ep 190

In the 190th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence could reshape the industry—and w

Navigating Change Fatigue With And While Serving Clients: Kitces & Carl Ep 189

In the 189th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support and guide clients when things feel uncertain.

The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188

In the 188th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what steps advisors can begin taking today to position thems

Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187

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

Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place: Kitces & Carl Ep 186

In the 186th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss effective ways to convey the real value of financial plannin

The Financial Planning Value Disconnect When Clients Don't Appreciate The Long-Term Benefits: Kitces & Carl Ep 185

In the 185th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what clients truly value in their relationships with financi

The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors: Kitces & Carl Ep 184

In the 184th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence has made content marketing simul

Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?: Kitces & Carl Ep 183

In the 183rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss whether it's more effective to give clients clear, step-by-s

Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182

In the 182nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the happiest time in an advisor's career—and how that may be

Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181

In the 181st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to thoughtfully address client fears and uncertainties a