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.
10
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>
Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?
<p >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 of their own stories.</p> <p >For full show notes, see kitces.com and thesocietyofadvice.com.</p>
Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness
<p >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.</p> <p >For full show notes, see kitces.com and thesocietyofadvice.com.</p>
Helping Clients With AI Bubble Fears To Stay The Course
<p >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.</p> <p >For full show notes, see kitces.com and thesocietyofadvice.com.</p>
Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention
<p >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.</p> <p >For full show notes, see kitces.com and thesocietyofadvice.com.</p>
Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On
<p >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 their own.</p> <p >For full show notes, see kitces.com and thesocietyofadvice.com.</p>
Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money
<p >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.</p> <p >For full show notes, see kitces.com and thesocietyofadvice.com.</p>
Ways To Say No To Avoid Making Yourself Too Busy
<p >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.</p> <p >For full show notes, see kitces.com and thesocietyofadvice.com.</p>
Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums
<p >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.</p> <p >For full show notes, see kitces.com and thesocietyofadvice.com.</p>
Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions
<p >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.</p> <p >For full show notes, see kitces.com and thesocietyofadvice.com.</p>
