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Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
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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Ratings & Reviews
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4.6 stars from 221 ratings
“I found this podcast to be very helpful as I continue growing my practice, especially after coming from an institutional background. A couple of months ago, I started with the first episode and listened to every single one on my daily walk. Now I have to wait 2 weeks for a new one!”
Mafia stacy via Apple Podcasts ·
United States of America ·
10/28/23
Wow, get to the point!
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“Lots of blather.”
GCHR! via Apple Podcasts ·
United States of America ·
08/24/23
“I had never listened to a podcast before this one. As an advisor there is so much value in here. So relatable and applicable and gives voice to our craft. Thank you. But…can someone remind Kitces he is using a mic…he doesn’t need to be one. :)”
Zamboni Z via Apple Podcasts ·
United States of America ·
04/27/23
Recent Episodes
In our 137th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when it's time to start saying no.
For full show notes, see kitces.com and thesocietyofadvice.com.
Published 05/02/24
Published 05/02/24
In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more advisors approach the age of retirement.
For full show notes, see kitces.com and thesocietyofadvice.com.
Published 04/18/24
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