Kitces and Carl - Real Talk for Real Financial Advisors
Episodes
Navigating Change Fatigue With And While Serving Clients: Kitces & Carl Ep 189
30 Apr 2026
Contributed by Lukas
In the 189th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support and guide clients when th...
The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188
16 Apr 2026
Contributed by Lukas
In the 188th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what steps advisors can begin taking tod...
Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187
02 Apr 2026
Contributed by Lukas
In the 187th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the safeguards firms can put in place to...
Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place: Kitces & Carl Ep 186
19 Mar 2026
Contributed by Lukas
In the 186th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss effective ways to convey the real value ...
The Financial Planning Value Disconnect When Clients Don't Appreciate The Long-Term Benefits: Kitces & Carl Ep 185
05 Mar 2026
Contributed by Lukas
In the 185th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what clients truly value in their relati...
The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors: Kitces & Carl Ep 184
19 Feb 2026
Contributed by Lukas
In the 184th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence has made con...
Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?: Kitces & Carl Ep 183
05 Feb 2026
Contributed by Lukas
In the 183rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss whether it's more effective to give clie...
Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182
22 Jan 2026
Contributed by Lukas
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...
Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181
08 Jan 2026
Contributed by Lukas
In the 181st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to thoughtfully address client fears...
Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention: Kitces & Carl Ep 180
25 Dec 2025
Contributed by Lukas
In the 180th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the four sources of capital—and how th...
Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl Ep 179
11 Dec 2025
Contributed by Lukas
In the 179th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the common angst advisors feel about the...
Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money: Kitces & Carl Ep 178
27 Nov 2025
Contributed by Lukas
In the 178th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why many retirees struggle to spend the ...
Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
13 Nov 2025
Contributed by Lukas
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-cha...
Ways To Say 'Yes' Sustainably To Prospects In Need Who Don't Fit Your Minimums: Kitces & Carl Ep 176
30 Oct 2025
Contributed by Lukas
In the 176th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support clients who need financia...
Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175
16 Oct 2025
Contributed by Lukas
In the 175th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how sketches can spark more meaningful m...
What Jobs Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174
02 Oct 2025
Contributed by Lukas
In the 174th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what they'd say if they could talk direc...
When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173
18 Sep 2025
Contributed by Lukas
In the 173rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle receiving the "soft no" af...
Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172
04 Sep 2025
Contributed by Lukas
In the 172nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what research reveals as the key driver ...
When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171
21 Aug 2025
Contributed by Lukas
In the 171st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss advisor burnout—and the hidden culprit...
Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170
07 Aug 2025
Contributed by Lukas
In the 170th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how financial advisors can help clients ...
Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169
24 Jul 2025
Contributed by Lukas
In the 169th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards explore how AI is set to transform the roles adv...
Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168
10 Jul 2025
Contributed by Lukas
In our 168th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it's more effective to dive deep i...
Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167
26 Jun 2025
Contributed by Lukas
In our 167th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the complex emotions money can stir up—a...
Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166
12 Jun 2025
Contributed by Lukas
In our 166th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to help clients unlearn unhelpful less...
Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165
29 May 2025
Contributed by Lukas
In our 165th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore strategies for breaking down complex ideas...
Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?: Kitces & Carl Ep 164
15 May 2025
Contributed by Lukas
In our 164th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between te...
Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163
01 May 2025
Contributed by Lukas
In our 163rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients not only ignore...
Avoiding Staff Management Duties You Don't Want By Paying A Virtual Assistant For Only What You Need: Kitces & Carl Ep 162
17 Apr 2025
Contributed by Lukas
In our 162nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a virtual assistant can support manage...
How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161
03 Apr 2025
Contributed by Lukas
In our 161st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they navigate others' opinions on thei...
Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160
20 Mar 2025
Contributed by Lukas
In our 160th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to keep clients from ...
When You Promised Early Clients Special Fees Or Minimums You Can No Longer Honor: Kitces & Carl Ep 159
06 Mar 2025
Contributed by Lukas
In our 159th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when your original fees no long...
Should Prospects Be Allowed To Move Forward If They Don't Want To Think It Over First?: Kitces & Carl Ep 158
20 Feb 2025
Contributed by Lukas
In our 158th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the reasoning behind not allowing clients—...
Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157
06 Feb 2025
Contributed by Lukas
In our 157th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss tactics for reducing the worry that can ar...
How Are You Getting Value Out Of ChatGPT As A Financial Advisor?: Kitces & Carl Ep 156
23 Jan 2025
Contributed by Lukas
In our 156th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they're using ChatGPT in their own wo...
How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155
09 Jan 2025
Contributed by Lukas
In our 155th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a common pitfall among advisors, and what ...
The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154
26 Dec 2024
Contributed by Lukas
In our 154th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss technology and AI's role in the future of ...
Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153
12 Dec 2024
Contributed by Lukas
In our 153rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when legacy clients start to hu...
Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152
28 Nov 2024
Contributed by Lukas
In our 152nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss surprising data from recent research on th...
What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151
14 Nov 2024
Contributed by Lukas
In our 151st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what often stands in the way of delegating...
When The Early Years' Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150
31 Oct 2024
Contributed by Lukas
In our 150th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the scarcity mentality many new adviso...
Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149
17 Oct 2024
Contributed by Lukas
In our 149th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss why having friends in the trenches with yo...
Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148
03 Oct 2024
Contributed by Lukas
In our 148th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the mindset shift that can help when you'r...
Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147
19 Sep 2024
Contributed by Lukas
In our 147th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to prepare for the ne...
Re-Educating Clients (Scalably) After They 'Read Something On The Internet': Kitces & Carl Ep 146
05 Sep 2024
Contributed by Lukas
In our 146th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients try to educate ...
Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145
22 Aug 2024
Contributed by Lukas
In our 145th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can communicate their plannin...
The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144
08 Aug 2024
Contributed by Lukas
In our 144th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how fast growth can get in the way of work...
Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143
25 Jul 2024
Contributed by Lukas
In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transit...
Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142
11 Jul 2024
Contributed by Lukas
In our 142nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss impactful questions to ask clients in orde...
Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141
27 Jun 2024
Contributed by Lukas
In our 141st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the powerful questions to ask clients in o...
Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140
13 Jun 2024
Contributed by Lukas
In our 140th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what's likely behind the common problem of...
When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139
30 May 2024
Contributed by Lukas
In our 139th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when you offer "enough" value ...
Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138
16 May 2024
Contributed by Lukas
In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying w...
When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137
02 May 2024
Contributed by Lukas
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...
Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136
18 Apr 2024
Contributed by Lukas
In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as m...
Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135
04 Apr 2024
Contributed by Lukas
In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors shoul...
Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134
21 Mar 2024
Contributed by Lukas
In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their fi...
Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133
07 Mar 2024
Contributed by Lukas
In our 133rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss money, meaning, and what it's all for. For...
What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132
22 Feb 2024
Contributed by Lukas
In our 132nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the best way for advisors to get the word ...
What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?: Kitces & Carl Ep 131
08 Feb 2024
Contributed by Lukas
In our 131st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss setting goals—and the "why" behind doing...
Helping Everyone You Can Vs Getting Paid What You're Really Worth: Kitces & Carl Ep 130
25 Jan 2024
Contributed by Lukas
In our 130th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the advisor mindset that leads to more hap...
How Autonomy, Experience, and Team Drive Advisor Well-being: Kitces & Carl Ep 129
11 Jan 2024
Contributed by Lukas
In our 129th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the results of their recent study on advis...
Noticing What You Spend Money On That's Actually An Investment: Kitces & Carl Ep 128
28 Dec 2023
Contributed by Lukas
In our 128th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a key difference in perspective when it co...
Creating Value Through Presence And The 50 Fires Podcast: Kitces & Carl Ep 127
14 Dec 2023
Contributed by Lukas
In our 127th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss Carl's exciting new project. For full show...
Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases: Kitces & Carl Ep 126
30 Nov 2023
Contributed by Lukas
In our 126th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it makes more sense to focus on in...
Scale Your Business, Leverage Yourself, Or Just Grow?: Kitces & Carl Ep 125
16 Nov 2023
Contributed by Lukas
In our 125th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it really means to scale. For full ...
When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?: Kitces & Carl Ep 124
02 Nov 2023
Contributed by Lukas
In our 124th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients no longer fit y...
Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?: Kitces & Carl Ep 123
19 Oct 2023
Contributed by Lukas
In our 123rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether all advisors choosing a niche resu...
Helping Clients Make Decisions That DON'T Make (Financial) Sense: Kitces & Carl Ep 122
05 Oct 2023
Contributed by Lukas
In our 122nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to guide client decisions that aren't ...
Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?: Kitces & Carl Ep 121
21 Sep 2023
Contributed by Lukas
In our 121st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether self-promotion is essential for ad...
Is It Really Harder To Scale A Small RIA Today, Or Are Firms Just Navigating The Growth Treadmill?: Kitces & Carl Ep 120
07 Sep 2023
Contributed by Lukas
In our 120th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the recurring myth that small RIAs are doo...
Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119
24 Aug 2023
Contributed by Lukas
In our 119th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to get an older advisor (who isn't as ...
(Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients: Kitces & Carl Ep 118
10 Aug 2023
Contributed by Lukas
In our 118th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether you hang onto being a financial ad...
Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors: Kitces & Carl Ep 117
27 Jul 2023
Contributed by Lukas
In our 117th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it looks like when you're done growin...
Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings: Kitces & Carl Ep 116
13 Jul 2023
Contributed by Lukas
In our 116th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to feel (or help other advisors feel...
Setting The Right Minimum Fee Per Client And The Revenue Model Generator: Kitces & Carl Ep 115
29 Jun 2023
Contributed by Lukas
In our 115th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to set pricing in order to run a viabl...
When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114
15 Jun 2023
Contributed by Lukas
For many financial advisors, keeping an open line of communication with clients is a key component of building trust, understanding the client's value...
What Does It Really Mean To Be A Lead Advisor?: Kitces & Carl Ep 113
01 Jun 2023
Contributed by Lukas
While advancing a career in any industry can be challenging, the lack of formal career development programs offered in the workplace for associate adv...
When You No Longer Want To Be A Manager And Have To Let An Associate Advisor Go: Kitces & Carl Ep 112
18 May 2023
Contributed by Lukas
In our 112th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about what it looks like when you have to let...
Who To Hire First As Your Advisory Firm Grows (And Why Do You Even Want To?): Kitces & Carl Ep 111
04 May 2023
Contributed by Lukas
In our 111th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about when to hire—and why. For full show n...
Dressing Up For Clients (Do Advisors Really Need To Dress For Success?): Kitces & Carl Ep 110
20 Apr 2023
Contributed by Lukas
In our 110th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about the idea that advisors should dress a c...
Attracting Clients - An Advisor For Their Goals Or A Role Model Of What They Can Achieve?: Kitces & Carl Ep 109
06 Apr 2023
Contributed by Lukas
In our 109th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about how advisors live their lives—and wha...
Crafting A (Marketing) Manifesto To Show What You Really Stand For: Kitces & Carl Ep 108
23 Mar 2023
Contributed by Lukas
In our 108th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about marketing yourself by letting people kn...
The Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107
09 Mar 2023
Contributed by Lukas
In our 107th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss ways for advisors to find new ideas, the ...
Sharing 'Real' Examples Of Your Work To Show The Value Of Financial Planning: Kitces & Carl Ep 106
23 Feb 2023
Contributed by Lukas
When A Prospect Doesn't Meet Your Minimums—Navigating The Awkwardness Gracefully: Kitces & Carl Ep 105
09 Feb 2023
Contributed by Lukas
How Do You NOT Grow (And Finding The Constraints To Help Say No): Kitces & Carl Ep 104
26 Jan 2023
Contributed by Lukas
Balancing Client Responsiveness With The Proactive Sledgehammer of Value: Kitces & Carl Ep 103
12 Jan 2023
Contributed by Lukas
Reflecting On The Journey Of Building A Career And Business: Kitces & Carl Ep 102
29 Dec 2022
Contributed by Lukas
Where Are All The Proudly Premium-Fee Advisors?: Kitces & Carl Ep 101
15 Dec 2022
Contributed by Lukas
Is Advisor Technology Really About Making Planning Faster... Or Better?: Kitces & Carl Ep 100
01 Dec 2022
Contributed by Lukas
What Does It Take For You To Find The Confidence To Take Action?: Kitces & Carl Ep 99
17 Nov 2022
Contributed by Lukas
Fee Schedule Complexity And Managing The Fear Of Leaving Opportunities On The Table: Kitces & Carl Ep 98
03 Nov 2022
Contributed by Lukas
Talking Clients Down From Making Politically-Motivated Portfolio Changes: Kitces & Carl Ep 97
20 Oct 2022
Contributed by Lukas
Handling Politically Charged Clients Who Make It Uncomfortable To Be Their Advisor: Kitces & Carl Ep 96
06 Oct 2022
Contributed by Lukas
Building Your Advisor Marketing Content By Packaging Your Client Wisdom: Kitces & Carl Ep 95
22 Sep 2022
Contributed by Lukas
Is Being A Financial Planner A Service Business Or An Intellectual Property Business?: Kitces & Carl Ep 94
08 Sep 2022
Contributed by Lukas
Getting An ROI From Your New Associate Advisor (In Less Than 6 Years): Kitces & Carl Ep 93
25 Aug 2022
Contributed by Lukas
When Clients Want Certainty You Just Can't Give Them: Kitces & Carl Ep 92
11 Aug 2022
Contributed by Lukas
Is It Better To Have Clear Goals Or 'Just' A Strong Sense Of Direction: Kitces & Carl Ep 91
28 Jul 2022
Contributed by Lukas
Standing Out On Social Media By Finding The 'Minimum Viable Audience': Kitces & Carl Ep 90
14 Jul 2022
Contributed by Lukas