163 Episodes

  1. Following Through On Your Business Creativity By Saying 'Yes' And Figuring It Out Later: Kitces & Carl Ep 23

    Published: 19/12/2019

  2. Simplifying Your Life By Building Habits And Kitces Travel Tips: Kitces & Carl Ep 22

    Published: 05/12/2019

  3. Do You Have To Build Confidence Before Taking Action, Or Take Action To Build Confidence?: Kitces & Carl Ep 21

    Published: 21/11/2019

  4. Is A Fiduciary Requirement Necessary When Acting In Clients' Best Interests Is Good Business Anyway?: Kitces & Carl Ep 20

    Published: 07/11/2019

  5. Is Any Financial Advisor Business Model Truly Conflict Free?: Kitces & Carl Ep 19

    Published: 24/10/2019

  6. Talking Clients Off The Ledge From 'Scary' Markets: Kitces & Carl Ep 18

    Published: 10/10/2019

  7. Responding With Empathy When Clients Call About “Scary” Markets: Kitces & Carl Ep 17

    Published: 26/09/2019

  8. Helping Clients Understand What It Really Means To Retire: Kitces & Carl Ep 16

    Published: 12/09/2019

  9. Why Are We So Afraid To Just Listen: Kitces & Carl Ep 15

    Published: 29/08/2019

  10. Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14

    Published: 15/08/2019

  11. The Better Way To Send Market (And Other) Commentary Emails To Clients: Kitces & Carl Ep 13

    Published: 01/08/2019

  12. Communicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 12

    Published: 18/07/2019

  13. What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11

    Published: 04/07/2019

  14. Transitioning Long-Standing Clients To Create Room To Grow: Kitces & Carl Ep 10

    Published: 03/07/2019

  15. How Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces & Carl Ep 09

    Published: 02/07/2019

  16. What Would You Do With Your Time If You COULD Be More Productive As A Financial Advisor?: Kitces & Carl Ep 08

    Published: 01/07/2019

  17. Authenticity Vs. Professional Credibility And Admitting Your Own Financial Sins: Kitces & Carl Ep 07

    Published: 28/06/2019

  18. Building Resiliency For The Stress Of Being A Financial Advisor: Kitces & Carl Ep 06

    Published: 27/06/2019

  19. Do Clients Really Value Getting Help Managing Their Behavior Gap?: Kitces & Carl Ep 05

    Published: 26/06/2019

  20. Does Social Media Really Matter For Financial Advisors?: Kitces & Carl Ep 04

    Published: 25/06/2019

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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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