Podcast Episodes

Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility? Kitces & Carl Ep 164

Episode 164

In our 164th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between technical accuracy and clear, client-friendly commu…

Published on 4 months, 2 weeks ago

Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed

Episode 163

In our 163rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients not only ignore advice but actively push back against it.

For fu…

Published on 5 months ago

Avoiding Staff Management Duties You Don't Want By Paying A Virtual Assistant For Only What You Need

Episode 162

In our 162nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a virtual assistant can support management responsibilities—and how to identify what ta…

Published on 5 months, 2 weeks ago

How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?

Episode 161

In our 161st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they navigate others' opinions on their projects—and the strategies they use to invite …

Published on 5 months, 4 weeks ago

Calming Clients With Anxiety About Trump Tariffs And Trade Wars

Episode 160

In our 160th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to keep clients from panicking—and making poor financial decisions—dur…

Published on 6 months, 1 week ago

When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor

Episode 159

In our 159th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when your original fees no longer make financial sense—but you promised to honor…

Published on 6 months, 3 weeks ago

Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?

Episode 158

In our 158th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the reasoning behind not allowing clients—even excited ones—to sign up the day of their fir…

Published on 7 months, 1 week ago

Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting

Episode 157

In our 157th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss tactics for reducing the worry that can arise for people when meeting with a financial advi…

Published on 7 months, 3 weeks ago

How Are You Getting Value Out Of ChatGPT As A Financial Advisor?

Episode 156

In our 156th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they're using ChatGPT in their own work and share their thoughts on the future of AI in…

Published on 8 months, 1 week ago

How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?

Episode 155

In our 155th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a common pitfall among advisors, and what you should consider to make sure you're actually …

Published on 8 months, 3 weeks ago