Épisodes

  • Value-Based Pricing for Financial Planning And Charging As Much As The Market Will Bear: Kitces & Carl Ep 202

    Value-Based Pricing for Financial Planning And Charging As Much As The Market Will Bear: Kitces & Carl Ep 202
    Oct 29 2026

    In this 202nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss clients who are willing to pay over the advisor's standard pay grade… and what that could mean for the value of the advisor's advice.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    31 min
  • When Keeping Your Options Open Is Riskier Than Making A Commitment: Kitces & Carl Ep 201

    When Keeping Your Options Open Is Riskier Than Making A Commitment: Kitces & Carl Ep 201
    Oct 15 2026

    In the 201st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how making certain decisions (that close the door on other options) reveals true priorities.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    40 min
  • Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200

    Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200
    Oct 1 2026

    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 to communicating that value to clients.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    36 min
  • Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199

    Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199
    Sep 17 2026

    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 moves were suboptimal.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    33 min
  • The Temptation To Take On More Clients To Build (3X) Enterprise Value: Kitces & Carl Ep 198

    The Temptation To Take On More Clients To Build (3X) Enterprise Value: Kitces & Carl Ep 198
    Sep 3 2026

    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 finally letting yourself enjoy the success you worked so hard to build.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    30 min
  • Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is: Kitces & Carl Ep 197

    Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is: Kitces & Carl Ep 197
    Aug 20 2026

    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 (and how to help them figure it out for themselves).

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    38 min
  • When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs: Kitces & Carl Ep 196

    When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs: Kitces & Carl Ep 196
    Aug 6 2026

    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 after the data has been fully analyzed.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    37 min
  • Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195

    Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195
    Jul 23 2026

    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 reactive client communication.

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