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 | 179 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessManagement | |||
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Latest Episodes
In the 179th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the common angst advisors feel about the idea of their associate advisors eventually leaving to build teams of their own.
For full show no... more
In the 178th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why many retirees struggle to spend the money they spent a lifetime saving—and how advisors can help.
For full show notes, see kitces.com ... more
In the 177th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why learning to say "no" can be game-changing—and how to do it without all the guilt.
For full show notes, see kitces.com and thesocietyof... more
In the 176th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support clients who need financial guidance but can't afford traditional advisory fees.
For full show notes, see kitces.com and the... 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 States4 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 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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Chart Rankings
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Apple Podcasts | #35 | United States/Business/Management |
Apple Podcasts | #41 |  Canada/Business/Management |
Apple Podcasts | #233 | United Kingdom/Business/Management |
Apple Podcasts | #51 |  South Africa/Business/Management |
Apple Podcasts | #86 |  New Zealand/Business/Management |
Apple Podcasts | #95 |  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?
Conversations center around practical insights and strategies for financial advisors to improve client communication, enhance their advisory practices, and navigate the complexities of financial planning. High emphasis is placed on integrating personal values with professional financial advice, addressing common challenges faced by advisors, including client behavior, managing work-life balance, and understanding the emotional dynamics of money. Unique approaches discussed include the use of visual aids for client engagement and the importance of saying 'no' to maintain boundaries in a demanding industry. This content is particularly beneficial for financial advisors seeking actionable advice to improve their relationships with clients and ... more
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How many listeners does Kitces and Carl get?
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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. 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 179 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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