Kitces and Carl - Real Talk for Real Financial Advisors Podcast
1) Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172
In the 172nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what research reveals as the key driver of productivity among financial advisors. For full...Show More
2) When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171
In the 171st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss advisor burnoutāand the hidden culprit that could be fueling it. For full show notes, seeĀ ...Show More
3) Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170
In the 170th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how financial advisors can help clients navigate career uncertainty caused by AI disruptio...Show More
4) Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169
In the 169th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards explore how AI is set to transform the roles advisors play and the unique value they provide in cl...Show More
5) Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168
In our 168th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether itās more effective to dive deep in the first client meeting or to focus on the imme...Show More
6) Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167
In our 167th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the complex emotions money can stir upāand how a clientās level of wealth can shape an advis...Show More
7) Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166
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...Show More
8) Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165
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 ...Show More
9) Finding Repeatable Conversations To Explain Complex Concepts More Understandably: Kitces & Carl Ep 164
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 commun...Show More
10) Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163
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 ful...Show More