Kitces and Carl - Real Talk for Real Financial Advisors – Details, episodes & analysis
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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: 192
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See allScore global : 38%
Publication history
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Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
Episode 177
jeudi 13 novembre 2025 • Duration 38:31
In the 177th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why learning to say "no" can be game-changing—and how to do it without all the guilt.
For full show notes, see kitces.com and thesocietyofadvice.com.
Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176
Episode 176
jeudi 30 octobre 2025 • Duration 34:32
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.
Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167
Episode 167
jeudi 26 juin 2025 • Duration 36:32
In our 167th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the complex emotions money can stir up—and how a client's level of wealth can shape an advisor's happiness in their own life.
For full show notes, see kitces.com and thesocietyofadvice.com.
Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77
jeudi 13 janvier 2022 • Duration 29:05
Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76
jeudi 30 décembre 2021 • Duration 34:11
Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75
jeudi 16 décembre 2021 • Duration 29:45
Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74
jeudi 2 décembre 2021 • Duration 28:07
Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 73
jeudi 18 novembre 2021 • Duration 30:15
Do You Want A Lifestyle Practice Or Fear Building A Bigger One?: Kitces & Carl Ep 72
jeudi 4 novembre 2021 • Duration 27:29
When You Want To Delegate But Don't Want To Manage: Kitces & Carl Ep 71
jeudi 21 octobre 2021 • Duration 31:51
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