Episodes
197
Latest episode
Aug 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 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 .
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 .
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 .
In the 194th episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss the ongoing debate surrounding fear-based marketing tactics. For full show notes, see kitces.com and thesocietyofadvice.com .
In the 193rd episode of Kitces and Carl , Michael Kitces and client communication expert Carl Richards discuss the challenge of motivating clients to take difficult but necessary action toward their goals. For full show notes, see kitces.com and thesocietyofadvice.com .
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 .
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