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(100 reviews)
199 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
Excellent Areas
4
Good Performance
8
Growth Opportunities
excellent
Episode Length
34 minutes
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good
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Every 13 days
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Recent Episodes
September 17, 2026
Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199
Financial planning expert Michael Kitces and client communication guru Carl Richards share strategies for delivering difficult news about past client financial decisions.
September 3, 2026
The Temptation To Take On More Clients To Build (3X) Enterprise Value: Kitces & Carl Ep 198
Michael Kitces and Carl Richards explore balancing business growth with personal enjoyment, offering insights for financial advisors.
August 20, 2026
Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is: Kitces & Carl Ep 197
Michael Kitces and Carl Richards interview client communication expert Carl Richards on aligning client capital with their true priorities, offering actionable insights for financial advisors.
199 total episodes available with 71 transcripts
Deep-dive analytics for Kitces and Carl - Real Talk for Real Financial Advisors
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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