Podcast Episodes

What Jobs Have You Given Money (That Shape How You Give Advice)?

Episode 174

In the 174th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what they’d say if they could talk directly to money—and what money might say back.

For f…

Published on 8 hours ago

When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor

Episode 173

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 …

Published on 2 weeks ago

Scaling Financial Planning Client Affluence vs. Technology Efficiencies

Episode 172

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 ful…

Published on 4 weeks ago

When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?

Episode 171

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…

Published on 1 month, 1 week ago

Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency

Episode 170

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 disrupti…

Published on 1 month, 3 weeks ago

Is There A Future Of Financial Planning In The AI Era?

Episode 169

In the 169th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards explore how AI is set to transform the roles advisors play and the unique value they provide in c…

Published on 2 months, 1 week ago

Do You Really Have To Go Deep With Every New Client In The First Meeting?

Episode 168

In our 168th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it’s more effective to dive deep in the first client meeting or to focus on the imm…

Published on 2 months, 3 weeks ago

Are Financial Advisors Less Happy When Working With HNW Clients?

Episode 167

In our 167th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the complex emotions money can stir up—and how a client’s level of wealth can shape an advi…

Published on 3 months ago

Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain

Episode 166

In our 166th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to help clients unlearn unhelpful lessons and shift from relying on luck-based decision…

Published on 3 months, 2 weeks ago

Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients

Episode 165

In our 165th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore strategies for breaking down complex ideas into clear, simple explanations that clients can…

Published on 4 months ago