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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 236 ratings
Episode 142 is the holy grail!
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“Just listened to episode 142 where Carl goes through His magic questions!
In my opinion, this is by far the best episode as there were so many amazing questions that we can start using today with our clients to get a real insight into our client's financial mindset. Thanks again to Carl and...”Read full review »
Marc965 via Apple Podcasts ·
Great Britain ·
07/14/24
A must listen for advisors
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“This may be the most insightful and helpful podcast for advisors. There are others out there that are good, but they tend to be somewhat dogmatic and can often go on much too long. These two outstanding professionals come at the profession from very different perspectives, but I learn something I...”Read full review »
Dadjb via Apple Podcasts ·
United States of America ·
07/08/24
Secret of my Success
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“@carlsbluecouch is a serious Kitces & Carl fan girl. I have to say their podcasts and writing are 100% the reason my business is so successful. They are amazing!!”
REL626 via Apple Podcasts ·
United States of America ·
06/28/24
Recent Episodes
In our 151st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what often stands in the way of delegating tasks—and what you can do to avoid common sticking points.
For full show notes, see kitces.com and thesocietyofadvice.com.
Published 11/14/24
Published 11/14/24
In our 150th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the scarcity mentality many new advisors experience when just starting out can negatively affect their career down the road—and how to avoid this common trap.
For full show notes,...
Published 10/31/24
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