Kitces and Carl - Real Talk for Real Financial Advisors
Episodes
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
From Financial Plan Software To One Page Financial Planning: Kitces & Carl Ep 89
30 Jun 2022
Contributed by Lukas
Showing Your Value To Prospects When Everything Is Already Going Well: Kitces & Carl Ep 88
16 Jun 2022
Contributed by Lukas
Balancing Optimal Advice With Recommendations That Clients Will Actually Implement: Kitces & Carl Ep 87
02 Jun 2022
Contributed by Lukas
Aligning Client Capital To Goals (Which Are Only Clarified Over Time): Kitces & Carl Ep 86
19 May 2022
Contributed by Lukas
Building Your (Local) Brand With PR That Actually Works: Kitces & Carl Ep 85
05 May 2022
Contributed by Lukas
How Do You Introduce Yourself If Not A 'Financial Advisor': Kitces & Carl Ep 84
21 Apr 2022
Contributed by Lukas
When The Big Prospect Doesn't Want Your Financial Plan: Kitces & Carl Ep 83
07 Apr 2022
Contributed by Lukas
Balancing The Desire To Serve With The Financial Demands Of Growth: Kitces & Carl Ep 82
24 Mar 2022
Contributed by Lukas
Increasing Client Touch Points With Asynchronous Client Meetings: Kitces & Carl Ep 81
10 Mar 2022
Contributed by Lukas
How Advisory Firms Evolve Their Specializations Over Time: Kitces & Carl Ep 80
24 Feb 2022
Contributed by Lukas
Finding Your Future Specialization By Interviewing Your Current Clients: Kitces & Carl Ep 79
10 Feb 2022
Contributed by Lukas
Communicating Hard News To Clients (When You Plan To Relocate The Business): Kitces & Carl Ep 78
27 Jan 2022
Contributed by Lukas
How to communicate with clients—even when it's hard news.
Virtual or In-Person Meetings: What Do Clients Really Want?: Kitces & Carl Ep 77
13 Jan 2022
Contributed by Lukas
Overcoming Imposter Syndrome By Truly Building Confidence In Your Own Value: Kitces & Carl Ep 76
30 Dec 2021
Contributed by Lukas
Crafting A Statement of Financial Purpose To Find The Client's Financial Why: Kitces & Carl Ep 75
16 Dec 2021
Contributed by Lukas
Making Clients Care About Financial Planning By Finding Their (Truly) Critical Issues: Kitces & Carl Ep 74
02 Dec 2021
Contributed by Lukas
Introducing Financial Planning To Clients Who Previously (Only) Bought A Product: Kitces & Carl Ep 73
18 Nov 2021
Contributed by Lukas
Do You Want A Lifestyle Practice Or Fear Building A Bigger One?: Kitces & Carl Ep 72
04 Nov 2021
Contributed by Lukas
When You Want To Delegate But Don't Want To Manage: Kitces & Carl Ep 71
21 Oct 2021
Contributed by Lukas
The Paralyzing Fear Of Being Wrong (In Our Planning Projections): Kitces & Carl Ep 70
07 Oct 2021
Contributed by Lukas
Retaining The Client Who Transfers Out Without Notice: Kitces & Carl Ep 69
23 Sep 2021
Contributed by Lukas
Managing Advisor Turnover And The Transferability Of Trust: Kitces & Carl Ep 68
09 Sep 2021
Contributed by Lukas
Setting A Personal Growth Goal When You Don't Need More Revenue For Success: Kitces & Carl Ep 67
26 Aug 2021
Contributed by Lukas
Helping Clients To Stop Maximizing Their Wealth And Set Goals To Enjoy It Instead: Kitces & Carl Ep 66
12 Aug 2021
Contributed by Lukas
Handling Clients Who Bring Their Own 'Hot' Investment Ideas: Kitces & Carl Ep 65
29 Jul 2021
Contributed by Lukas
Why AUM Keeps Growing Despite Opportunities For Flat-Fee Clients: Kitces & Carl Ep 64
15 Jul 2021
Contributed by Lukas
How To Deliver A One-Page Financial Plan And Its 'Technical Appendix': Kitces & Carl Ep 63
01 Jul 2021
Contributed by Lukas
Do Vision And Mission Statements Really Matter For Advisory Firms?: Kitces & Carl Ep 62
17 Jun 2021
Contributed by Lukas
Taking The Leap To Launch When You Don't Have The Capital To Finance It: Kitces & Carl Ep 61
03 Jun 2021
Contributed by Lukas
The Training That Service Advisors Need To Get To The Next Level: Kitces & Carl Ep 60
20 May 2021
Contributed by Lukas
The Time Trap - How Do You Find The Time To Get More Time Efficient?: Kitces & Carl Ep 59
06 May 2021
Contributed by Lukas
Getting Mentally Unstuck From Thinking About Clients 'Too Much': Kitces & Carl Ep 58
22 Apr 2021
Contributed by Lukas
Transitioning 'Good' Clients Who Simply Can't Be Served Profitably: Kitces & Carl Ep 57
08 Apr 2021
Contributed by Lukas
The Advisor Fee Debate And Focusing On Value Over Price: Kitces & Carl Ep 56
25 Mar 2021
Contributed by Lukas
Implementing A Waiting List Or Just Referring Clients Out: Kitces & Carl Ep 55
11 Mar 2021
Contributed by Lukas
Showing Financial Planning Value On An Ongoing Basis After The First 6 Months: Kitces & Carl Ep 54
25 Feb 2021
Contributed by Lukas
Using Financial Plan Proposals To Show Planning Value To Prospective Clients: Kitces & Carl Ep 53
11 Feb 2021
Contributed by Lukas
Are Advisor Websites Asked To Do Too Much To Grow The Business?: Kitces & Carl Ep 52
28 Jan 2021
Contributed by Lukas
Fighting The Fear of Focusing When Trying To Select A Niche: Kitces & Carl Ep 51
14 Jan 2021
Contributed by Lukas
Overcoming Referral (Asking) Reluctance And The Risks Of Marketing Yourself: Kitces & Carl Ep 50
31 Dec 2020
Contributed by Lukas
Getting More Referrals Beyond Just Trying To Be More Remarkable: Kitces & Carl Ep 49
17 Dec 2020
Contributed by Lukas
Why Goals-Based Planning Doesn't Work And The Possibilities-Based Planning Alternative: Kitces & Carl Ep 48
03 Dec 2020
Contributed by Lukas
Getting Data Gathering Back On Track When Clients Drag Their Feet: Kitces & Carl Ep 47
19 Nov 2020
Contributed by Lukas
Transitioning Existing Clients To Become More Financial Planning Focused: Kitces & Carl Ep 46
05 Nov 2020
Contributed by Lukas
Making Annual Client Review Meetings More Financial Planning Centric: Kitces & Carl Ep 45
22 Oct 2020
Contributed by Lukas
Starting To Charge Fees For Clients That Aren't Used To Paying Separately For Advice: Kitces & Carl Ep 44
08 Oct 2020
Contributed by Lukas
Talking Advice Fees And Advice Value In The First Prospect Meeting: Kitces & Carl Ep 43
24 Sep 2020
Contributed by Lukas
Overcoming Objections By Asking More Questions To Determine Fit: Kitces & Carl Ep 42
10 Sep 2020
Contributed by Lukas
Helping Older Clients Stuck In Cash On The Sidelines: Kitces & Carl Ep 41
27 Aug 2020
Contributed by Lukas
How To Turn Your Advisor Marketing Content Into A(n Entire) Book: Kitces & Carl Ep 40
13 Aug 2020
Contributed by Lukas
Avoid Writer's Block With Your Marketing By (Literally) Talking It Through: Kitces & Carl Ep 39
30 Jul 2020
Contributed by Lukas
How Do You Figure Out What You're Going To Create Content About?: Kitces & Carl Ep 38
16 Jul 2020
Contributed by Lukas
Finding Your Focus Amidst The Draw To Do More 'Public Work' In A Mid-Career Crisis: Kitces & Carl Ep 37
02 Jul 2020
Contributed by Lukas
How Do You Protect Your Own Confidence As A Financial Advisor?: Kitces & Carl Ep 36
18 Jun 2020
Contributed by Lukas
Favorite Questions To Ask A Prospective Client To Build Trust In The First Meeting: Kitces & Carl Ep 35
04 Jun 2020
Contributed by Lukas
Are We Making Financial Advice & Portfolios More Complex Than They Need To Be?: Kitces & Carl Ep 34
21 May 2020
Contributed by Lukas
Triaging Clients Efficiently Through Critical Financial Care: Kitces & Carl Ep 33
07 May 2020
Contributed by Lukas
Communicating Triggers And Breaking The News The Plan Has To Change: Kitces & Carl Ep 32
09 Apr 2020
Contributed by Lukas
Maintaining Personal Advisor Wellness In Times Of Market Stress: Kitces & Carl Episode 31
26 Mar 2020
Contributed by Lukas
Conveying Rational Overconfidence In Talking To Clients About Coronavirus Fears: Kitces & Carl Ep 30
19 Mar 2020
Contributed by Lukas
The Epidemic of Spending at Unsustainable Rates: Kitces & Carl Ep 29
12 Mar 2020
Contributed by Lukas
Email Productivity Hacks And Getting More Done In Your Day: Kitces & Carl Ep 28
27 Feb 2020
Contributed by Lukas
Handling The 'Required Minimum' Conversation Without Being Awkward: Kitces & Carl Ep 27
13 Feb 2020
Contributed by Lukas
Talking Clients Out Of The Bunker Portfolio: Kitces & Carl Ep 26
30 Jan 2020
Contributed by Lukas
The Overconfident Conversation And Walking Clients Back From The Greed Ledge: Kitces & Carl Ep 25
16 Jan 2020
Contributed by Lukas
Improving Work-Life Balance In 2020 And Giving Yourself Permission To Rest: Kitces & Carl Ep 24
02 Jan 2020
Contributed by Lukas
Following Through On Your Business Creativity By Saying 'Yes' And Figuring It Out Later: Kitces & Carl Ep 23
19 Dec 2019
Contributed by Lukas
Simplifying Your Life By Building Habits And Kitces Travel Tips: Kitces & Carl Ep 22
05 Dec 2019
Contributed by Lukas
Do You Have To Build Confidence Before Taking Action, Or Take Action To Build Confidence?: Kitces & Carl Ep 21
21 Nov 2019
Contributed by Lukas
Is A Fiduciary Requirement Necessary When Acting In Clients' Best Interests Is Good Business Anyway?: Kitces & Carl Ep 20
07 Nov 2019
Contributed by Lukas
In our 20th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards discuss why a fiduciary rule is necessar...
Is Any Financial Advisor Business Model Truly Conflict Free?: Kitces & Carl Ep 19
24 Oct 2019
Contributed by Lukas
In our 19th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards talk about these conflicts of interest, ...
Talking Clients Off The Ledge From 'Scary' Markets: Kitces & Carl Ep 18
10 Oct 2019
Contributed by Lukas
In our 18th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards extend their last podcast and look at co...
Responding With Empathy When Clients Call About "Scary" Markets: Kitces & Carl Ep 17
26 Sep 2019
Contributed by Lukas
In our 17th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards talk about the importance (and challenge...
Helping Clients Understand What It Really Means To Retire: Kitces & Carl Ep 16
12 Sep 2019
Contributed by Lukas
In our sixteenth episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards explore different ways advisors can...
Why Are We So Afraid To Just Listen: Kitces & Carl Ep 15
29 Aug 2019
Contributed by Lukas
In our 15th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss the value of really ...
Projection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14
15 Aug 2019
Contributed by Lukas
In our 14th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards explore the various functions that a p...
The Better Way To Send Market (And Other) Commentary Emails To Clients: Kitces & Carl Ep 13
01 Aug 2019
Contributed by Lukas
So, in our (lucky) 13th episode, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss why it's important to sen...
Communicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 12
18 Jul 2019
Contributed by Lukas
For our 12th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss if sending market c...
What Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11
04 Jul 2019
Contributed by Lukas
In our eleventh episode of "Kitces & Carl", Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss the roots of v...
Transitioning Long-Standing Clients To Create Room To Grow: Kitces & Carl Ep 10
03 Jul 2019
Contributed by Lukas
In our tenth episode of "Kitces & Carl", Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss some reasons you ...
How Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces & Carl Ep 09
02 Jul 2019
Contributed by Lukas
In our ninth episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss why some advisors w...
What Would You Do With Your Time If You COULD Be More Productive As A Financial Advisor?: Kitces & Carl Ep 08
01 Jul 2019
Contributed by Lukas
In our eighth episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss how financial advi...
Authenticity Vs. Professional Credibility And Admitting Your Own Financial Sins: Kitces & Carl Ep 07
28 Jun 2019
Contributed by Lukas
In our seventh episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to debunk some long-standing...
Building Resiliency For The Stress Of Being A Financial Advisor: Kitces & Carl Ep 06
27 Jun 2019
Contributed by Lukas
In our sixth episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss proactive steps adv...
Do Clients Really Value Getting Help Managing Their Behavior Gap?: Kitces & Carl Ep 05
26 Jun 2019
Contributed by Lukas
In our fifth episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of whe...
Does Social Media Really Matter For Financial Advisors?: Kitces & Carl Ep 04
25 Jun 2019
Contributed by Lukas
In our fourth episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of th...
The Importance Of Likability As A Financial Advisor: Kitces & Carl Ep 03
24 Jun 2019
Contributed by Lukas
In our third episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of how...
How To Price Your Financial Planning Services: Kitces & Carl Ep 02
24 Jun 2019
Contributed by Lukas
In our second episode of "Kitces & Carl", Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of es...
Thinking About The Value Of Financial Planning: Kitces & Carl Ep 01
19 Jun 2019
Contributed by Lukas
Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss industry topics from their own unique perspectives. And in t...