Kitces and Carl - Real Talk for Real Financial Advisors
Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFPA 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.
| Publishes | Twice monthly | Episodes | 197 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementBusinessInvesting | |||
Listen to this Podcast
Latest Episodes
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 kit... more
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 an... more
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 thesocietyofa... more
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.
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- What a quality show
The 5 stars comes directly from the episode where you described how to tell someone they don’t meet your minimums. What solid, empathetic, long-range wisdom advice!
Apple Podcasts5DenverAnna87
United Statesa year ago - Episode 142 is the holy grail!
Just listened to episode 142 where Carl goes through His magic questions!
In my opinion, this is by far the best episode as there were so many amazing questions that we can start using today with our clients to get a real insight into our client's financial mindset. Thanks again to Carl and Michael.
Apple Podcasts5Marc965
United Kingdom2 years ago - A must listen for advisors
This may be the most insightful and helpful podcast for advisors. There are others out there that are good, but they tend to be somewhat dogmatic and can often go on much too long. These two outstanding professionals come at the profession from very different perspectives, but I learn something I can use in almost every podcast. I can’t thank them enough for what they give to me as an advisor who is always looking to improve what I do for clients.
Apple Podcasts5DadjbUnited States2 years ago - Secret of my Success
@carlsbluecouch is a serious Kitces & Carl fan girl. I have to say their podcasts and writing are 100% the reason my business is so successful. They are amazing!!
Apple Podcasts5REL626United States2 years ago - Great podcast, especially for a new financial advisor
I found this podcast to be very helpful as I continue growing my practice, especially after coming from an institutional background. A couple of months ago, I started with the first episode and listened to every single one on my daily walk. Now I have to wait 2 weeks for a new one!
Apple Podcasts5Mafia stacyUnited States3 years ago
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Chart Rankings
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Apple Podcasts | #51 | United States/Business/Management |
Apple Podcasts | #233 |  Italy/Business/Management |
Apple Podcasts | #60 |  Taiwan/Business/Management |
Apple Podcasts | #80 |  Singapore/Business/Management |
Apple Podcasts | #136 |  South Africa/Business/Management |
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Frequently Asked Questions About Kitces and Carl
What is Kitces and Carl about and what kind of topics does it cover?
Two veteran financial-advisory minds share blunt, practical discussions on how to run a client-centered practice without sacrificing personal well-being. Episodes cover turning emotions and psychology into actionable planning, balancing proactive vs. reactive client touchpoints, ethical use of urgency, and monetizing meaningful client experiences while staying creatively energized. They frequently contrast distinct approaches to communication, leverage real-world case studies, and explore how AI, change fatigue, and succession or growth decisions reshape modern advisory firms. Noteworthy is the emphasis on narrative-based value, client storytelling, and a human-centered approach that blends rigorous analytics with empathy and everyday pract... more
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Which podcasts are similar to Kitces and Carl?
These podcasts share a similar audience with Kitces and Carl:
1. The Perfect RIA
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. Barron's Advisor
4. Talking Wealth
5. Animal Spirits Podcast
How many episodes of Kitces and Carl are there?
Kitces and Carl launched 7 years ago and published 197 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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