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

Kitces and Carl - Real Talk for Real Financial Advisors

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 spreadshe... Read more

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(Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces & Carl Ep 118

(Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces & Carl Ep 118

In our 118th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether ... Read more

10 Aug 2023

27mins

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Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces & Carl Ep 117

Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces & Carl Ep 117

In our 117th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it ... Read more

27 Jul 2023

32mins

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Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116

Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116

In our 116th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to f... Read more

13 Jul 2023

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Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115

Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115

In our 115th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to s... Read more

29 Jun 2023

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When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114

When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114

For many financial advisors, keeping an open line of communication with clients is a key component of building trust, un... Read more

15 Jun 2023

36mins

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What Does It Really Mean To Be A Lead Advisor?: Kitces & Carl Ep 113

What Does It Really Mean To Be A Lead Advisor?: Kitces & Carl Ep 113

While advancing a career in any industry can be challenging, the lack of formal career development programs offered in t... Read more

1 Jun 2023

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When You No Longer Want To Be A Manager And Have To Let An Associate Advisor Go: Kitces & Carl Ep 112

When You No Longer Want To Be A Manager And Have To Let An Associate Advisor Go: Kitces & Carl Ep 112

In our 112th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about what ... Read more

18 May 2023

23mins

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Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces & Carl Ep 111

Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces & Carl Ep 111

In our 111th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about when ... Read more

4 May 2023

31mins

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Dressing Up For Clients (Do Advisors Really Need To Dress For Success?): Kitces & Carl Ep 110

Dressing Up For Clients (Do Advisors Really Need To Dress For Success?): Kitces & Carl Ep 110

In our 110th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about the i... Read more

20 Apr 2023

32mins

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Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109

Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109

In our 109th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about how a... Read more

6 Apr 2023

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