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Kitces and Carl - Real Talk for Real Financial Advisors
by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Today: #119 in Business, Ireland on our combined chart.
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Ranking history · Brazil
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Latest episodes
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Articulating The (Evolving) Value Of Financial Planning To Prospects
October 1, 2026 · 36 minIn the 200th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the value of financial planning and their current approach to communicating that value to clients. For full show notes…
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Breaking Bad News To A Client About Prior Problematic Financial Decisions
September 17, 2026 · 33 minIn the 199th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to approach telling a client that their past financial moves were suboptimal. For full show notes, see ki…
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The Temptation To Take On More Clients To Build (3X) Enterprise Value
September 3, 2026 · 30 minIn the 198th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss finding the balance between scaling your business and finally letting yourself enjoy the success you worked so hard to build…
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Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is
August 20, 2026 · 38 minIn the 197th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to go about figuring out what's important to clients (and how to help them figure it out for themselves). For full show…
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When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs
August 6, 2026 · 37 minIn the 196th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the role of "gut feelings" and intuition in decision-making after the data has been fully analyzed. For full show notes…
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Engagement Trap and Reactive vs Proactive Touchpoints
July 23, 2026 · 35 minIn the 195th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between proactive and reactive client communication. For full show notes, see…
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Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?
July 9, 2026 · 39 minIn the 194th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the ongoing debate surrounding fear-based marketing tactics. For full show notes, see kitces.com and thesocietyofadvice.com.
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When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful-Ca
June 25, 2026 · 33 minIn the 193rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the challenge of motivating clients to take difficult but necessary action toward their goals. For full show notes…
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Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes
June 11, 2026 · 32 minIn the 192nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can stay creative without losing sight of the business side of things. For full show notes, see…
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Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple
May 28, 2026 · 35 minIn the 191st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to navigate working with couples when one partner is checked out. For full show notes, see kitces.com and…
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The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?
May 14, 2026 · 32 minIn the 190th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence could reshape the industry—and why one possible outcome may not be as appealing as it seems. For…
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Navigating Change Fatigue With And While Serving Clients
April 30, 2026 · 44 minIn the 189th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support and guide clients when things feel uncertain. For full show notes, see kitces.com and thesocietyofadvice.com.
About the show
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.