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Explore every episode of the podcast Kitces and Carl - Real Talk for Real Financial Advisors

Dive into the complete episode list for Kitces and Carl - Real Talk for Real Financial Advisors. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 17713 Nov 202500:38:31

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-changingā€”and how to do it without all the guilt.

For full show notes, seeĀ kitces.comĀ andĀ thesocietyofadvice.com.

Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 17630 Oct 202500:34:32

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, seeĀ kitces.comĀ andĀ thesocietyofadvice.com.

Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 16726 Jun 202500:36:32

In our 167th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the complex emotions money can stir upā€”and how a client's level of wealth can shape an advisor's happiness in their own life.

For full show notes, seeĀ kitces.comĀ andĀ thesocietyofadvice.com.

Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 7713 Jan 202200:29:05
Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 7630 Dec 202100:34:11
Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 7516 Dec 202100:29:45
Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 7402 Dec 202100:28:07
Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 7318 Nov 202100:30:15
Do You Want A Lifestyle Practice Or Fear Building A Bigger One?: Kitces & Carl Ep 7204 Nov 202100:27:29
When You Want To Delegate But Don't Want To Manage: Kitces & Carl Ep 7121 Oct 202100:31:51
The Paralyzing Fear Of Being Wrong (In Our Planning Projections): Kitces & Carl Ep 7007 Oct 202100:35:46
Retaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 6923 Sep 202100:28:34
Managing Advisor Turnover And The Transferability Of Trust: Kitces & Carl Ep 6809 Sep 202100:26:02
Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 16612 Jun 202500:35:54

In our 166th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to help clients unlearn unhelpful lessons and shift from relying on luck-based decisions to making strategic, informed choices.

For full show notes, seeĀ kitces.comĀ andĀ thesocietyofadvice.com.

Setting A Personal Growth Goal When You Don't Need More Revenue For Success: Kitces & Carl Ep 6726 Aug 202100:33:05
Helping Clients To Stop Maximizing Their Wealth And Set Goals To Enjoy It Instead: Kitces & Carl Ep 6612 Aug 202100:33:35
Handling Clients Who Bring Their Own 'Hot' Investment Ideas: Kitces & Carl Ep 6529 Jul 202100:35:38
Why AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces & Carl Ep 6415 Jul 202100:32:43
How To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces & Carl Ep 6301 Jul 202100:36:23
Do Vision And Mission Statements Really Matter For Advisory Firms?: Kitces & Carl Ep 6217 Jun 202100:24:19
Taking The Leap To Launch When You Don't Have The Capital To Finance It: Kitces & Carl Ep 6103 Jun 202100:27:23
The Training That Service Advisors Need To Get To The Next Level: Kitces & Carl Ep 6020 May 202100:28:48
The Time Trap - How Do You Find The Time To Get More Time Efficient?: Kitces & Carl Ep 5906 May 202100:29:15
Getting Mentally Unstuck From Thinking About Clients 'Too Much': Kitces & Carl Ep 5822 Apr 202100:18:26
Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 16529 May 202500:35:42

In our 165th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore strategies for breaking down complex ideas into clear, simple explanations that clients can easily grasp.Ā 

For full show notes, seeĀ kitces.comĀ andĀ thesocietyofadvice.com.

Transitioning 'Good' Clients Who Simply Can't Be Served Profitably: Kitces & Carl Ep 5708 Apr 202100:28:41
The Advisor Fee Debate And Focusing On Value Over Price: Kitces & Carl Ep 5625 Mar 202100:31:04
Implementing A Waiting List Or Just Referring Clients Out: Kitces & Carl Ep 5511 Mar 202100:32:19
Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 5425 Feb 202100:29:20
Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 5311 Feb 202100:32:55
Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 5228 Jan 202100:22:37
Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 5114 Jan 202100:34:42
Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 5031 Dec 202000:29:45
Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 4917 Dec 202000:37:23
Why Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces & Carl Ep 4803 Dec 202000:26:24
Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?: Kitces & Carl Ep 16415 May 202500:30:35

In our 164th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between technical accuracy and clear, client-friendly communication.

For full show notes, seeĀ kitces.comĀ andĀ thesocietyofadvice.com.

Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 4719 Nov 202000:26:30
Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 4605 Nov 202000:22:10
Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 4522 Oct 202000:31:55
Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 4408 Oct 202000:31:53
Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 4324 Sep 202000:41:24
Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 4210 Sep 202000:28:29
Helping Older Clients Stuck In Cash On The Sidelines: Kitces & Carl Ep 4127 Aug 202000:34:33
How To Turn Your Advisor Marketing Content Into A(n Entire) Book: Kitces & Carl Ep 4013 Aug 202000:32:12
Avoid Writer's Block With Your Marketing By (Literally) Talking It Through: Kitces & Carl Ep 3930 Jul 202000:29:23
How Do You Figure Out What You're Going To Create Content About?: Kitces & Carl Ep 3816 Jul 202000:33:53
Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 16301 May 202500:32:48

In our 163rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients not only ignore advice but actively push back against it.

For full show notes, seeĀ kitces.comĀ andĀ thesocietyofadvice.com.

Finding Your Focus Amidst The Draw To Do More 'Public Work' In A Mid-Career Crisis: Kitces & Carl Ep 3702 Jul 202000:27:08
How Do You Protect Your Own Confidence As A Financial Advisor?: Kitces & Carl Ep 3618 Jun 202000:34:48
Favorite Questions To Ask A Prospective Client To Build Trust In The First Meeting: Kitces & Carl Ep 3504 Jun 202000:26:26
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