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 spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.
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When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful-Ca
<p >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.</p> <p >For full show notes, see kitces.com and thesocietyofadvice.com.</p>
Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes
<p >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.</p> <p >For full show notes, see kitces.com and thesocietyofadvice.com.</p>
Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple
<p >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.</p> <p >For full show notes, see kitces.com and thesocietyofadvice.com.</p>
The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?
<p >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 it seems.</p> <p >For full show notes, see kitces.com and thesocietyofadvice.com.</p>
Navigating Change Fatigue With And While Serving Clients
<p >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.</p> <p >For full show notes, see kitces.com and thesocietyofadvice.com.</p>
The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement
<p >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.</p> <p >For full show notes, see kitces.com and thesocietyofadvice.com.</p>
Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You
<p >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.</p> <p >For full show notes, see kitces.com and thesocietyofadvice.com.</p>
Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place
<p >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.</p> <p >For full show notes, see kitces.com and thesocietyofadvice.com.</p>
The Financial Planning Value Disconnect When Clients Don't Appreciate The Long-Term Benefits
<p >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.</p> <p >For full show notes, see kitces.com and thesocietyofadvice.com.</p>
The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors
<p >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 than ever.</p> <p >For full show notes, see kitces.com and thesocietyofadvice.com.</p>
