Couverture de Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors

De : Michael Kitces MSFS MTAX CFP and Carl Richards CFP
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 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. Economie Finances privées Management Management et direction
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    Épisodes
    • Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182

      Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182
      Jan 22 2026

      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 fueling the industry's succession planning gap.

      For full show notes, see kitces.com and thesocietyofadvice.com.
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      36 min
    • Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181

      Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181
      Jan 8 2026

      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 about the rapidly evolving AI landscape.

      For full show notes, see kitces.com and thesocietyofadvice.com.
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      42 min
    • Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention: Kitces & Carl Ep 180

      Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention: Kitces & Carl Ep 180
      Dec 25 2025

      In the 180th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the four sources of capital—and how the way you use them reveals your true priorities versus your stated ones.

      For full show notes, see kitces.com and thesocietyofadvice.com.
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      34 min
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