Podcast Index

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Kitces and Carl - Real Talk for Real Financial Advisors Kitces and Carl - Real Talk for Real Financial Advisors Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP The College Investor Audio Show The College Investor Audio Show The College Investor Tax Rep Network with Eric Green Tax Rep Network with Eric Green Eric L. Green, Esq. - National Speaker and Author Proof to Product Proof to Product Katie Hunt Wealthy Woman Lawyer Podcast, Helping you create a profitable, sustainable law firm you love Wealthy Woman Lawyer Podcast, Helping you create a profitable, sustainable law firm you love Davina Frederick Global Market Insights - Forex, Futures, Stocks Global Market Insights - Forex, Futures, Stocks XM.com Book More Photography Clients Podcast | Photography Business, Photography Leads, Marketing Book More Photography Clients Podcast | Photography Business, Photography Leads, Marketing Brooke Jefferson - Oklahoma Family Photographer, Photography Business Coach Investor Connect Podcast Investor Connect Podcast Hall T Martin Massive Agent Podcast Massive Agent Podcast Dustin Brohm Freightvine Freightvine DAT Freight and Analytics, Chris Caplice De VTW Podcast - volkshuisvesting en toezicht De VTW Podcast - volkshuisvesting en toezicht VTW The Ramsey Show The Ramsey Show Ramsey Network The Digital Project Manager The Digital Project Manager Galen Low iWork4Him PowerThought iWork4Him PowerThought Jim & Martha Brangenberg The Trevor Rose Podcast The Trevor Rose Podcast Mr. Rose Energy Transition Today Energy Transition Today inspiratia Everything is Logistics Everything is Logistics Blythe (Brumleve) Milligan Strategy Meets Finance Strategy Meets Finance Steve Coughran Course Record Show Course Record Show Roberto Castro The People Side of Business | Team Management Strategies, How to Manage Employees, Leadership for Business Owners The People Side of Business | Team Management Strategies, How to Manage Employees, Leadership for Business Owners Lindsay White | Fractional HR Expert, Team Leadership Strategist, Leadership Coach for Female Founders Front Office Sports Today Front Office Sports Today Front Office Sports I Hate Soccer with Jason Collinsworth I Hate Soccer with Jason Collinsworth Jason Collinsworth The Insurance Buzz The Insurance Buzz Michael and Courtney Weaver Smart Money Happy Hour with Rachel Cruze and George Kamel Smart Money Happy Hour with Rachel Cruze and George Kamel Ramsey Network Hope Unlocked 🔑 | Christian Testimonies, Hope & Healing, Faith-Based Inspiration, Purpose & Calling, Kingdom Business & Ministry Hope Unlocked 🔑 | Christian Testimonies, Hope & Healing, Faith-Based Inspiration, Purpose & Calling, Kingdom Business & Ministry Kristin Kurtz - Prophetic Life Coach, Spiritual Midwife, Author, Speaker The Dirty Side of Leadership The Dirty Side of Leadership Ron Ward & Kristin Sokoloff The Unforget Yourself Show The Unforget Yourself Show Mark and Katie The DOC Podcast The DOC Podcast DeLuke Orthodontic Coaching, LLC Cash Confident with Brie Sodano Cash Confident with Brie Sodano Brie Sodano It's Time for Success: The Business Insights Podcast It's Time for Success: The Business Insights Podcast Sharon DeKoning Business, Bourbon & Cigars Business, Bourbon & Cigars Scott Joseph Sidecar Sync Sidecar Sync Amith Nagarajan and Mallory Mejias Climbing Mount CMMC Climbing Mount CMMC Bobby Guerra Data Center Go-to-Market Podcast Data Center Go-to-Market Podcast Data Center Sales & Marketing Institute (DCSMI) The Higher Alignment Podcast The Higher Alignment Podcast Minh-Thu Lam Buy the Numbers Buy the Numbers Mike Payne Insights & Innovators Podcast from MRII Insights & Innovators Podcast from MRII The Greenbook Podcast Network
Kitces and Carl - Real Talk for Real Financial Advisors

Business

Kitces and Carl - Real Talk for Real Financial Advisors

Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?

July 09, 2026 5:00am 38 min

In the 194th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the ongoing debate surrounding fear-based marketing tactics. For full show notes, see kitces.com and thesociet...

When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful-Ca

June 25, 2026 5:00am 32 min

In the 193rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the challenge of motivating clients to take difficult but necessary action toward their goals. For full show n...

Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes

June 11, 2026 5:00am 32 min

In the 192nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can stay creative without losing sight of the business side of things. For full show notes, see k...

Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple

May 28, 2026 5:00am 35 min

In the 191st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to navigate working with couples when one partner is checked out. For full show notes, see kitces.com and ...

The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?

May 14, 2026 5:00am 31 min

In the 190th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence could reshape the industry—and why one possible outcome may not be as appealing as...

Navigating Change Fatigue With And While Serving Clients

April 30, 2026 5:00am 43 min

In the 189th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support and guide clients when things feel uncertain. For full show notes, see kitces.com and thesociet...

The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement

April 16, 2026 5:00am 38 min

In the 188th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what steps advisors can begin taking today to position themselves for a successful sale in the future. For ful...

Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You

April 02, 2026 5:00am 34 min

In the 187th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the safeguards firms can put in place to protect themselves from legal risk, especially as they grow. For full...

Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place

March 19, 2026 5:00am 34 min

In the 186th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss effective ways to convey the real value of financial planning so it genuinely resonates with clients. For full...

The Financial Planning Value Disconnect When Clients Don't Appreciate The Long-Term Benefits

March 05, 2026 5:00am 39 min

In the 185th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what clients truly value in their relationships with financial advisors. For full show notes, see kitces.com a...

The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors

February 19, 2026 5:00am 28 min

In the 184th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence has made content marketing simultaneously more accessible and more challenging tha...

Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?

February 05, 2026 5:00am 36 min

In the 183rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss whether it's more effective to give clients clear, step-by-step guidance or empower them to become the heroes ...

Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness

January 22, 2026 5:00am 35 min

In the 182nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the happiest time in an advisor's career—and how that may be fueling the industry's succession planning gap. F...

Helping Clients With AI Bubble Fears To Stay The Course

January 08, 2026 5:00am 42 min

In the 181st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to thoughtfully address client fears and uncertainties about the rapidly evolving AI landscape. For full s...

Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention

December 25, 2025 5:00am 33 min

In the 180th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the four sources of capital—and how the way you use them reveals your true priorities versus your stated ones....

Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On

December 11, 2025 5:00am 33 min

In the 179th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the common angst advisors feel about the idea of their associate advisors eventually leaving to build teams of...

Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money

November 27, 2025 5:00am 31 min

In the 178th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why many retirees struggle to spend the money they spent a lifetime saving—and how advisors can help. For full...

Ways To Say No To Avoid Making Yourself Too Busy

November 13, 2025 5:00am 38 min

In the 177th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why learning to say "no" can be game-changing—and how to do it without all the guilt. For full show notes, see...

Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums

October 30, 2025 5:00am 34 min

In the 176th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support clients who need financial guidance but can't afford traditional advisory fees. For full show n...

Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions

October 16, 2025 5:00am 47 min

In the 175th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how sketches can spark more meaningful money conversations. For full show notes, see kitces.com and thesociety...

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