Kitces and Carl - Real Talk for Real Financial Advisors
By Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
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Category: Management
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Episodes: 136
Description
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.
| Episode | Date |
|---|---|
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Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136
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Apr 18, 2024 |
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Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135
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Apr 04, 2024 |
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Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134
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Mar 21, 2024 |
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Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133
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Mar 07, 2024 |
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What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132
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Feb 22, 2024 |
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What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131
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Feb 08, 2024 |
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Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130
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Jan 25, 2024 |
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How Autonomy, Experience, and Team Drive Advisor Well-being: Kitces & Carl Ep 129
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Jan 11, 2024 |
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Noticing What You Spend Money On That's Actually An Investment: Kitces & Carl Ep 128
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Dec 28, 2023 |
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Creating Value Through Presence And The 50 Fires Podcast: Kitces & Carl Ep 127
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Dec 14, 2023 |
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Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126
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Nov 30, 2023 |
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Scale Your Business, Leverage Yourself, Or Just Grow?: Kitces & Carl Ep 125
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Nov 16, 2023 |
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When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124
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Nov 02, 2023 |
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Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123
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Oct 19, 2023 |
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Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122
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Oct 05, 2023 |
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Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces & Carl Ep 121
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Sep 21, 2023 |
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Is It Really Harder To Scale A Small RIA Today, Or Are Firms Just Navigating The Growth Treadmill?: Kitces & Carl Ep 120
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Sep 07, 2023 |
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Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119
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Aug 24, 2023 |
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(Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces & Carl Ep 118
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Aug 10, 2023 |
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Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces & Carl Ep 117
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Jul 27, 2023 |
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Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116
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Jul 13, 2023 |
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Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115
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Jun 29, 2023 |
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When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114
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Jun 15, 2023 |
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What Does It Really Mean To Be A Lead Advisor?: Kitces & Carl Ep 113
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Jun 01, 2023 |
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When You No Longer Want To Be A Manager And Have To Let An Associate Advisor Go: Kitces & Carl Ep 112
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May 18, 2023 |
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Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces & Carl Ep 111
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May 04, 2023 |
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Dressing Up For Clients (Do Advisors Really Need To Dress For Success?): Kitces & Carl Ep 110
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Apr 20, 2023 |
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Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109
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Apr 06, 2023 |
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Crafting A (Marketing) Manifesto To Show What You Really Stand For: Kitces & Carl Ep 108
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Mar 23, 2023 |
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The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107
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Mar 09, 2023 |
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Sharing 'Real' Examples Of Your Work To Show The Value Of Financial Planning: Kitces & Carl Ep 106
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Feb 23, 2023 |
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When A Prospect Doesn't Meet Your Minimums—Navigating The Awkwardness Gracefully: Kitces & Carl Ep 105
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Feb 09, 2023 |
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How Do You NOT Grow (And Finding The Constraints To Help Say No): Kitces & Carl Ep 104
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Jan 26, 2023 |
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Balancing Client Responsiveness With The Proactive Sledgehammer of Value: Kitces & Carl Ep 103
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Jan 12, 2023 |
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Reflecting On The Journey Of Building A Career And Business: Kitces & Carl Ep 102
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Dec 29, 2022 |
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Where Are All The Proudly Premium-Fee Advisors?: Kitces & Carl Ep 101
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Dec 15, 2022 |
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Is Advisor Technology Really About Making Planning Faster... Or Better?: Kitces & Carl Ep 100
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Dec 01, 2022 |
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What Does It Take For You To Find The Confidence To Take Action?: Kitces & Carl Ep 99
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Nov 17, 2022 |
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Fee Schedule Complexity And Managing The Fear Of Leaving Opportunities On The Table: Kitces & Carl Ep 98
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Nov 03, 2022 |
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Talking Clients Down From Making Politically-Motivated Portfolio Changes: Kitces & Carl Ep 97
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Oct 20, 2022 |
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Handling Politically Charged Clients Who Make It Uncomfortable To Be Their Advisor: Kitces & Carl Ep 96
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Oct 06, 2022 |
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Building Your Advisor Marketing Content By Packaging Your Client Wisdom: Kitces & Carl Ep 95
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Sep 22, 2022 |
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Is Being A Financial Planner A Service Business Or An Intellectual Property Business?: Kitces & Carl Ep 94
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Sep 08, 2022 |
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Getting An ROI From Your New Associate Advisor (In Less Than 6 Years): Kitces & Carl Ep 93
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Aug 25, 2022 |
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When Clients Want Certainty You Just Can't Give Them: Kitces & Carl Ep 92
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Aug 11, 2022 |
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Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91
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Jul 28, 2022 |
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Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces & Carl Ep 90
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Jul 14, 2022 |
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From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89
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Jun 30, 2022 |
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Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88
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Jun 16, 2022 |
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Balancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces & Carl Ep 87
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Jun 02, 2022 |
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Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86
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May 19, 2022 |
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Building Your (Local) Brand With PR That Actually Works: Kitces & Carl Ep 85
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May 05, 2022 |
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How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84
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Apr 21, 2022 |
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When The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83
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Apr 07, 2022 |
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Balancing The Desire To Serve With The Financial Demands Of Growth: Kitces & Carl Ep 82
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Mar 24, 2022 |
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Increasing Client Touch Points With Asynchronous Client Meetings: Kitces & Carl Ep 81
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Mar 10, 2022 |
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How Advisory Firms Evolve Their Specializations Over Time: Kitces & Carl Ep 80
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Feb 24, 2022 |
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Finding Your Future Specialization By Interviewing Your Current Clients: Kitces & Carl Ep 79
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Feb 10, 2022 |
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Communicating Hard News To Clients (When You Plan To Relocate The Business): Kitces & Carl Ep 78
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Jan 27, 2022 |
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Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77
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Jan 13, 2022 |
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Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76
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Dec 30, 2021 |
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Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75
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Dec 16, 2021 |
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Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74
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Dec 02, 2021 |
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Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 73
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Nov 18, 2021 |
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Do You Want A Lifestyle Practice Or Fear Building A Bigger One?: Kitces & Carl Ep 72
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Nov 04, 2021 |
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When You Want To Delegate But Don't Want To Manage: Kitces & Carl Ep 71
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Oct 21, 2021 |
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The Paralyzing Fear Of Being Wrong (In Our Planning Projections): Kitces & Carl Ep 70
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Oct 07, 2021 |
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Retaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 69
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Sep 23, 2021 |
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Managing Advisor Turnover And The Transferability Of Trust: Kitces & Carl Ep 68
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Sep 09, 2021 |
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Setting A Personal Growth Goal When You Don't Need More Revenue For Success: Kitces & Carl Ep 67
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Aug 26, 2021 |
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Helping Clients To Stop Maximizing Their Wealth And Set Goals To Enjoy It Instead: Kitces & Carl Ep 66
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Aug 12, 2021 |
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Handling Clients Who Bring Their Own 'Hot' Investment Ideas: Kitces & Carl Ep 65
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Jul 29, 2021 |
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Why AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces & Carl Ep 64
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Jul 15, 2021 |
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How To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces & Carl Ep 63
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Jul 01, 2021 |
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Do Vision And Mission Statements Really Matter For Advisory Firms?: Kitces & Carl Ep 62
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Jun 17, 2021 |
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Taking The Leap To Launch When You Don't Have The Capital To Finance It: Kitces & Carl Ep 61
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Jun 03, 2021 |
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The Training That Service Advisors Need To Get To The Next Level: Kitces & Carl Ep 60
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May 20, 2021 |
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The Time Trap - How Do You Find The Time To Get More Time Efficient?: Kitces & Carl Ep 59
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May 06, 2021 |
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Getting Mentally Unstuck From Thinking About Clients 'Too Much': Kitces & Carl Ep 58
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Apr 22, 2021 |
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Transitioning 'Good' Clients Who Simply Can't Be Served Profitably: Kitces & Carl Ep 57
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Apr 08, 2021 |
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The Advisor Fee Debate And Focusing On Value Over Price: Kitces & Carl Ep 56
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Mar 25, 2021 |
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Implementing A Waiting List Or Just Referring Clients Out: Kitces & Carl Ep 55
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Mar 11, 2021 |
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Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54
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Feb 25, 2021 |
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Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53
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Feb 11, 2021 |
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Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 52
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Jan 28, 2021 |
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Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 51
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Jan 14, 2021 |
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Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 50
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Dec 31, 2020 |
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Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 49
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Dec 17, 2020 |
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Why Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces & Carl Ep 48
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Dec 03, 2020 |
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Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47
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Nov 19, 2020 |
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Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46
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Nov 05, 2020 |
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Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45
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Oct 22, 2020 |
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Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 44
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Oct 08, 2020 |
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Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 43
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Sep 24, 2020 |
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Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42
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Sep 10, 2020 |
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Helping Older Clients Stuck In Cash On The Sidelines: Kitces & Carl Ep 41
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Aug 27, 2020 |
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How To Turn Your Advisor Marketing Content Into A(n Entire) Book: Kitces & Carl Ep 40
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Aug 13, 2020 |
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Avoid Writer's Block With Your Marketing By (Literally) Talking It Through: Kitces & Carl Ep 39
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Jul 30, 2020 |
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How Do You Figure Out What You're Going To Create Content About?: Kitces & Carl Ep 38
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Jul 16, 2020 |
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Finding Your Focus Amidst The Draw To Do More 'Public Work' In A Mid-Career Crisis: Kitces & Carl Ep 37
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Jul 02, 2020 |
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How Do You Protect Your Own Confidence As A Financial Advisor?: Kitces & Carl Ep 36
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Jun 18, 2020 |
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Favorite Questions To Ask A Prospective Client To Build Trust In The First Meeting: Kitces & Carl Ep 35
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Jun 04, 2020 |
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Are We Making Financial Advice & Portfolios More Complex Than They Need To Be?: Kitces & Carl Ep 34
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May 21, 2020 |
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Triaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 33
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May 07, 2020 |
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Communicating Triggers And Breaking The News The Plan Has To Change: Kitces & Carl Ep 32
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Apr 09, 2020 |
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Maintaining Personal Advisor Wellness In Times Of Market Stress: Kitces & Carl Episode 31
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Mar 26, 2020 |
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Conveying Rational Overconfidence In Talking To Clients About Coronavirus Fears: Kitces & Carl Ep 30
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Mar 19, 2020 |
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The Epidemic of Spending at Unsustainable Rates: Kitces & Carl Ep 29
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Mar 12, 2020 |
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Email Productivity Hacks And Getting More Done In Your Day: Kitces & Carl Ep 28
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Feb 27, 2020 |
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Handling The 'Required Minimum' Conversation Without Being Awkward: Kitces & Carl Ep 27
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Feb 13, 2020 |
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Talking Clients Out Of The Bunker Portfolio: Kitces & Carl Ep 26
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Jan 30, 2020 |
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The Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces & Carl Ep 25
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Jan 16, 2020 |
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Improving Work-Life Balance In 2020 And Giving Yourself Permission To Rest: Kitces & Carl Ep 24
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Jan 02, 2020 |
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Following Through On Your Business Creativity By Saying 'Yes' And Figuring It Out Later: Kitces & Carl Ep 23
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Dec 19, 2019 |
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Simplifying Your Life By Building Habits And Kitces Travel Tips: Kitces & Carl Ep 22
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Dec 05, 2019 |
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Do You Have To Build Confidence Before Taking Action, Or Take Action To Build Confidence?: Kitces & Carl Ep 21
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Nov 21, 2019 |
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Is A Fiduciary Requirement Necessary When Acting In Clients' Best Interests Is Good Business Anyway?: Kitces & Carl Ep 20
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Nov 07, 2019 |
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Is Any Financial Advisor Business Model Truly Conflict Free?: Kitces & Carl Ep 19
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Oct 24, 2019 |
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Talking Clients Off The Ledge From 'Scary' Markets: Kitces & Carl Ep 18
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Oct 10, 2019 |
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Responding With Empathy When Clients Call About “Scary” Markets: Kitces & Carl Ep 17
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Sep 26, 2019 |
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Helping Clients Understand What It Really Means To Retire: Kitces & Carl Ep 16
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Sep 12, 2019 |
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Why Are We So Afraid To Just Listen: Kitces & Carl Ep 15
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Aug 29, 2019 |
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Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14
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Aug 15, 2019 |
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The Better Way To Send Market (And Other) Commentary Emails To Clients: Kitces & Carl Ep 13
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Aug 01, 2019 |
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Communicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 12
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Jul 18, 2019 |
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What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11
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Jul 04, 2019 |
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Transitioning Long-Standing Clients To Create Room To Grow: Kitces & Carl Ep 10
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Jul 03, 2019 |
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How Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces & Carl Ep 09
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Jul 02, 2019 |
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What Would You Do With Your Time If You COULD Be More Productive As A Financial Advisor?: Kitces & Carl Ep 08
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Jul 01, 2019 |
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Authenticity Vs. Professional Credibility And Admitting Your Own Financial Sins: Kitces & Carl Ep 07
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Jun 28, 2019 |
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Building Resiliency For The Stress Of Being A Financial Advisor: Kitces & Carl Ep 06
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Jun 27, 2019 |
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Do Clients Really Value Getting Help Managing Their Behavior Gap?: Kitces & Carl Ep 05
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Jun 26, 2019 |
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Does Social Media Really Matter For Financial Advisors?: Kitces & Carl Ep 04
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Jun 25, 2019 |
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The Importance Of Likability As A Financial Advisor: Kitces & Carl Ep 03
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Jun 24, 2019 |
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How To Price Your Financial Planning Services: Kitces & Carl Ep 02
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Jun 24, 2019 |
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Thinking About The Value Of Financial Planning: Kitces & Carl Ep 01
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Jun 19, 2019 |