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 | 189 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | ManagementInvestingBusiness | |||
Listen to this Podcast
Latest Episodes
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... more
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 ... more
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 ... 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 States9 months 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 | #48 | United States/Business/Management |
Apple Podcasts | #28 |  Canada/Business/Management |
Apple Podcasts | #136 | United Kingdom/Business/Management |
Apple Podcasts | #116 |  Italy/Business/Management |
Apple Podcasts | #18 |  South Africa/Business/Management |
Apple Podcasts | #72 |  Singapore/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?
Focuses on providing actionable insights for financial advisors, blending unique perspectives from its hosts—Michael Kitces and Carl Richards—who approach their discussions with contrasting styles; one employs visual storytelling while the other analyzes data-driven strategies. Episodes feature a mix of topics including the implications of AI on content marketing, the balance of giving opinionated advice versus empowering clients, navigating pain points in advisor-client relationships, and strategies for career development within the financial advisory sphere. Notably, the dynamic between the two hosts fosters engaging conversations that cater to the various challenges faced by both new and seasoned advisors.
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How many listeners does Kitces and Carl get?
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What are the audience demographics for Kitces and Carl?
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Which podcasts are similar to Kitces and Carl?
These podcasts share a similar audience with Kitces and Carl:
1. The Efficient Advisor: Tactical Business Advice for Financial Planners
2. Barron's Advisor
3. The Perfect RIA
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 189 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
How do I contact Kitces and Carl?
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