Kitces and Carl - Real Talk for Real Financial Advisors – Details, episodes & analysis
Podcast details
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Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Frequency: 1 episode/13d. Total Eps: 169
Recent rankings
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Apple Podcasts
🇺🇸 USA - management
30/07/2025#40🇺🇸 USA - management
29/07/2025#38🇺🇸 USA - management
28/07/2025#41🇺🇸 USA - management
27/07/2025#37🇺🇸 USA - management
26/07/2025#38🇺🇸 USA - management
25/07/2025#42🇺🇸 USA - management
24/07/2025#47🇺🇸 USA - management
23/07/2025#39🇺🇸 USA - management
22/07/2025#40🇬🇧 Great Britain - management
21/07/2025#57
Spotify
No recent rankings available
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See allRSS feed quality and score
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See allScore global : 38%
Publication history
Monthly episode publishing history over the past years.
Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145
Episode 145
jeudi 22 août 2024 • Duration 32:12
In our 145th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can communicate their planning style in their marketing before investing time in client meetings that may or may not lead to long-term engagement.
For full show notes, see kitces.com and thesocietyofadvice.com.
The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144
Episode 144
jeudi 8 août 2024 • Duration 28:32
In our 144th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how fast growth can get in the way of working "lifestyle" hours—and what to do about it.
For full show notes, see kitces.com and thesocietyofadvice.com.
Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135
Episode 135
jeudi 4 avril 2024 • Duration 30:35
In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be expected to create career opportunities for up-and-coming advisors.
For full show notes, see kitces.com and thesocietyofadvice.com.
Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45
jeudi 22 octobre 2020 • Duration 31:55
Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 44
jeudi 8 octobre 2020 • Duration 31:53
Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 43
jeudi 24 septembre 2020 • Duration 41:24
Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42
jeudi 10 septembre 2020 • Duration 28:29
Helping Older Clients Stuck In Cash On The Sidelines: Kitces & Carl Ep 41
jeudi 27 août 2020 • Duration 34:33
How To Turn Your Advisor Marketing Content Into A(n Entire) Book: Kitces & Carl Ep 40
jeudi 13 août 2020 • Duration 32:12
Avoid Writer's Block With Your Marketing By (Literally) Talking It Through: Kitces & Carl Ep 39
jeudi 30 juillet 2020 • Duration 29:23
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