Kitces and Carl - Real Talk for Real Financial Advisors cover art

Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors

By: Michael Kitces MSFS MTAX CFP and Carl Richards CFP
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Summary

 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. Economics Management Management & Leadership Personal Finance
Episodes
  • Navigating Change Fatigue With And While Serving Clients: Kitces & Carl Ep 189

    Navigating Change Fatigue With And While Serving Clients: Kitces & Carl Ep 189
    Apr 30 2026

    In the 189th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support and guide clients when things feel uncertain.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    44 mins
  • The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188

    The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188
    Apr 16 2026

    In the 188th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what steps advisors can begin taking today to position themselves for a successful sale in the future.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    39 mins
  • Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187

    Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187
    Apr 2 2026

    In the 187th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the safeguards firms can put in place to protect themselves from legal risk, especially as they grow.

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