Podcast Episodes

The Limits Where Technology Can't Scale Financial Planning Advice

Episode 154

In our 154th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss technology and AI's role in the future of financial advice.

For full show notes, see kitces…

Published on 9 months ago

Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients

Episode 153

In our 153rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when legacy clients start to hurt profitability down the line.

For full show not…

Published on 9 months, 2 weeks ago

Advisory Fee Confidence And Building The Happy-Client Stoke File

Episode 152

In our 152nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss surprising data from recent research on the different ways advisors charge fees.

For full s…

Published on 10 months ago

What's Holding You Back From Delegating What You Need To Let Go Of?

Episode 151

In our 151st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what often stands in the way of delegating tasks—and what you can do to avoid common sticki…

Published on 10 months, 2 weeks ago

When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level

Episode 150

In our 150th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the scarcity mentality many new advisors experience when just starting out can negative…

Published on 11 months ago

Do You Really Need A Business Partner… Or A Study Group?

Episode 149

In our 149th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss why having friends in the trenches with you as you launch your own firm might be more valua…

Published on 11 months, 2 weeks ago

Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead

Episode 148

In our 148th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the mindset shift that can help when you're scared to take the next step toward your goals.…

Published on 11 months, 4 weeks ago

Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline

Episode 146

In our 147th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to prepare for the next market downturn.

For full show notes, see kitc…

Published on 1 year ago

Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’

Episode 146

In our 146th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients try to educate themselves about finance online—but come away wit…

Published on 1 year ago

Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done

Episode 145

In our 145th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can communicate their planning style in their marketing before investing time …

Published on 1 year, 1 month ago