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 | 173 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | BusinessInvestingManagement | |||
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Latest Episodes
In the 173rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle receiving the "soft no" after meeting with a client who seems like a great fit.
For full show notes, see kitces.com and thes... more
In the 172nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what research reveals as the key driver of productivity among financial advisors.
For full show notes, see kitces.com and thesocietyofadvi... more
In the 171st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss advisor burnout—and the hidden culprit that could be fueling it.
For full show notes, see kitces.com and thesocietyofadvice.com.
In the 170th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how financial advisors can help clients navigate career uncertainty caused by AI disruption by focusing on actionable items, offering flexib... more
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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 month 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 Kingdoma year 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 Statesa year 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 Statesa year 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 States2 years ago
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Apple Podcasts | #42 | United States/Business/Management |
Apple Podcasts | #36 |  Canada/Business/Management |
Apple Podcasts | #162 | United Kingdom/Business/Management |
Apple Podcasts | #225 |  Australia/Business/Management |
Apple Podcasts | #19 |  Brazil/Business/Management |
Apple Podcasts | #59 |  India/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?
Conversations center around the challenges and strategies within the financial advising sector, providing guidance on client communication, emerging technologies, and the emotional aspects faced by advisors. The hosts explore various topics, such as the impact of client affluence on productivity, burnout and boredom among advisors, and the future of financial planning in the context of AI. Their blend of practical advice, personal anecdotes, and insights helps listeners navigate their advisory practices effectively while also attending to their own well-being. This podcast aims to resonate with both seasoned and new financial advisors, offering unique perspectives that contribute positively to their professional growth and client relationsh... 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. The Great Retirement Debate with Ed Slott & Jeffrey Levine
5. The Long View
How many episodes of Kitces and Carl are there?
Kitces and Carl launched 6 years ago and published 173 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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