Episodes
192
Latest episode
Jun 2026
Language
EN
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.
In the 192nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can stay creative without losing sight of the business side of things. For full show notes, see kitces.com and thesocietyofadvice.com.
In the 191st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to navigate working with couples when one partner is checked out. For full show notes, see kitces.com and thesocietyofadvice.com.
In the 190th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence could reshape the industry—and why one possible outcome may not be as appealing as it seems. For full show notes, see kitces.com and thesocietyofadvice.com.
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.
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.
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.
In the 186th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss effective ways to convey the real value of financial planning so it genuinely resonates with clients. For full show notes, see kitces.com and thesocietyofadvice.com.
In the 185th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what clients truly value in their relationships with financial advisors. For full show notes, see kitces.com and thesocietyofadvice.com.
In the 184th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence has made content marketing simultaneously more accessible and more challenging than ever. For full show notes, see kitces.com and thesocietyofadvice.com.
In the 183rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss whether it's more effective to give clients clear, step-by-step guidance or empower them to become the heroes of their own stories. For full show notes, see kitces.com and thesocietyofadvice.com.
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