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Rank #36 in Management category

Business
Investing
Management

Kitces and Carl - Real Talk for Real Financial Advisors

Updated 4 days ago

Rank #36 in Management category

Business
Investing
Management
Read more

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.

Read more

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.

iTunes Ratings

48 Ratings
Average Ratings
41
2
2
1
2

Re: podcast & building resiliency

By Jim4Plans - Oct 14 2019
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Michael & Carl: First thing, I just discovered the “Kitces & Carl” podcast last week and have enjoyed every episode so far. Accidentally or by design I have been getting caught up by listening to the episodes, randomly rather than in order. Because of the topic flow, I’ve gone backwards a couple of times but it works. Second thing, I cannot imagine the two of you doing this without the other; you’re a good fit for one another. Finally, your “Building Resiliency” podcast really hit home with me in a huge and relevant way! I’ve had a happy lull in my career where all of my clients have been happy with me since 2008...until 2 years ago and 2 weeks ago. The good and the bad news is it’s the same person (UGH)! Thanks!

The Dynamic Duo!

By MPWHIT - Jun 25 2019
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Man, Michael and Carl on the same show! I love it!

iTunes Ratings

48 Ratings
Average Ratings
41
2
2
1
2

Re: podcast & building resiliency

By Jim4Plans - Oct 14 2019
Read more
Michael & Carl: First thing, I just discovered the “Kitces & Carl” podcast last week and have enjoyed every episode so far. Accidentally or by design I have been getting caught up by listening to the episodes, randomly rather than in order. Because of the topic flow, I’ve gone backwards a couple of times but it works. Second thing, I cannot imagine the two of you doing this without the other; you’re a good fit for one another. Finally, your “Building Resiliency” podcast really hit home with me in a huge and relevant way! I’ve had a happy lull in my career where all of my clients have been happy with me since 2008...until 2 years ago and 2 weeks ago. The good and the bad news is it’s the same person (UGH)! Thanks!

The Dynamic Duo!

By MPWHIT - Jun 25 2019
Read more
Man, Michael and Carl on the same show! I love it!

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Cover image of Kitces and Carl - Real Talk for Real Financial Advisors

Kitces and Carl - Real Talk for Real Financial Advisors

Updated 4 days ago

Read more

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.

Rank #1: Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14

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In our 14th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards  explore the various functions that a physical financial plan deliverable plays in the financial planning (and client relationship trust-building) process, share their viewpoints on how written financial plans can be used effectively to help clients, and discuss what ultimately matters most for clients, regardless of whether their financial plan is one page or requires a 2” binder and color-coded tabs.

Aug 15 2019

46mins

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Rank #2: The Importance Of Likability As A Financial Advisor: Kitces & Carl Ep 03

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In our third episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of how important it is to be “likeable” as a financial advisor, why being your “authentic self” when it comes to communicating and interacting with clients might matter more, and why it’s important for newer advisors to avoid sending mixed signals to clients when trying to differentiate themselves.

Jun 24 2019

25mins

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Rank #3: The Better Way To Send Market (And Other) Commentary Emails To Clients: Kitces & Carl Ep 13

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So, in our (lucky) 13th episode, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss why it’s important to send regular commentary, provide a specific example of an easy and effective way to let clients know that you are thinking about them and their challenges, and why it matters so much that it ultimately comes from you (versus any number of white-labeled, off-the-shelf offerings).

Aug 01 2019

34mins

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Rank #4: Why Are We So Afraid To Just Listen: Kitces & Carl Ep 15

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In our 15th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss the value of really listening to clients, and how, by simply talking less and listening more in client meetings, an advisor can improve the chances that a client will stick to their plan.

Aug 29 2019

24mins

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Rank #5: Helping Clients Understand What It Really Means To Retire: Kitces & Carl Ep 16

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In our sixteenth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards explore different ways advisors can frame their conversations with clients when helping them envision and plan for a retirement they can actually look forward to, how to integrate relevant “what if” scenarios for a client that can help them truly understand the range of options available that they may not have otherwise thought possible, and practical ways to ask questions in a way that probes what clients love to do, what excites them, and what brings them joy – which, in turn, can spark retirement ideas that they will be truly motivated to pursue.

Sep 12 2019

27mins

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Rank #6: How Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces & Carl Ep 09

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In our ninth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss why some advisors wind up being unhappy in an otherwise “successful” practice, how some advisors have maximized their happiness by being intentional about building their business the way they want - or even “right-sizing” the advisory practice if necessary – and a few actionable ideas for advisors to do the same.

Jul 02 2019

38mins

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Rank #7: Do Clients Really Value Getting Help Managing Their Behavior Gap?: Kitces & Carl Ep 05

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In our fifth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of whether advisors should even bother trying to communicate the value they provide when helping clients manage their “behavior gap”, why attempting to convince prospects that you can help them manage their behaviors is perhaps an uphill battle, and how maybe the best way to overcome the behavior gap (and the perceived value of getting help with the behavior gap) is by shifting a client’s perspective altogether.

Jun 26 2019

29mins

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Rank #8: Responding With Empathy When Clients Call About “Scary” Markets: Kitces & Carl Ep 17

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In our 17th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards talk about the importance (and challenges) of responding with empathy to clients who are upset or afraid. Because even though research in behavioral finance has helped us better understand the natural human proclivity to make irrational decisions, especially in times of stress and fear, the objectivity with which these paradigms have been created has perhaps unwittingly made it too easy for advisors to judge their clients for their impulsiveness, and subsequently become dismissive of what are normal and understandable reactions to stress. And while it is an advisor’s job to help their clients make good decisions, the real challenge is figuring out how to do so with kindness and empathy, and without behaving smugly with a sometimes-hard-to-resist “I told you so” attitude.

Sep 26 2019

27mins

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Rank #9: Communicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 12

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For our 12th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss if sending market commentary to clients actually helps solve any problems (or if it’s just a relic of a product-centric industry), what sorts of clients benefit the most from proactive communication (and why), and ultimately, why sending investment market commentary to clients may be a good thing to do… even if the majority of your clients never even read it!

Jul 18 2019

31mins

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Rank #10: What Would You Do With Your Time If You COULD Be More Productive As A Financial Advisor?: Kitces & Carl Ep 08

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In our eighth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss how financial advisors are spending their time, strategies that can help advisors focus more on what they’re best at… and what might be accomplished by increasing your business (and personal) efficiency in the first place.

Jul 01 2019

34mins

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