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.
Publishes | Weekly | Episodes | 150 | Founded | 5 years ago |
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Number of Listeners | Categories | InvestingManagementBusiness |
In our 150th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the scarcity mentality many new advisors experience when just starting out can negatively affect their career down the road—and how to avo... more
In our 149th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss why having friends in the trenches with you as you launch your own firm might be more valuable than having a business partner.
For full show... more
In our 148th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the mindset shift that can help when you're scared to take the next step toward your goals.
For full show notes, see kitces.com and thesocie... more
In our 147th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to prepare for the next market downturn.
For full show notes, see kitces.com and thesocietyofadvice.com.
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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.
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.
@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!!
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!
Lots of blather.
Apple Podcasts | #45 | United States/Business/Management |
Apple Podcasts | #65 | United Kingdom/Business/Management |
Apple Podcasts | #51 | Mexico/Business/Management |
Apple Podcasts | #99 | Brazil/Business/Management |
Apple Podcasts | #119 | Taiwan/Business/Management |
Apple Podcasts | #173 | Singapore/Business/Management |
Listeners, engagement and demographics and more for this podcast.
Listeners per Episode | Gender Skew | Engagement Score | |||
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Primary Location | Social Media Reach |
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Kitces and Carl launched 5 years ago and published 150 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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