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.
Kitces and Carl - Real Talk for Real Financial Advisors
Claim This Podcastby Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
4.9(106 reviews)
194 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
76
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality77
Social0
YouTube93
Engagement96
Podcast Overview
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.
Language
🇺🇲
Publishing Since
6/19/2019
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76
Podcast Authority
BetaGoodBased on show quality, social media presence, reviews, charts, and more
Quality77
Social0
YouTube93
Engagement96
7
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excellent
Episode Length
34 minutes
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Every 13 days
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Recent Episodes
July 9, 2026
Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl Ep 194
Michael Kitces and client communication expert Carl Richards interview each other about the ethical considerations of using fear-based tactics to motivate financial clients.
June 25, 2026
When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl Ep 193
Michael Kitces and Carl Richards explore why clients prioritize feeling successful over taking action, offering insights for financial advisors.
June 11, 2026
Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl Ep 192
Michael Kitces and client communication expert Carl Richards explore balancing creative client service with essential business optimization in this interview.
194 total episodes available with 66 transcripts
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Frequently asked questions
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- What is Kitces and Carl - Real Talk for Real Financial Advisors?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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