Episodios

  • Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143

    Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143
    Jul 25 2024

    In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transitioning clients accustomed to a quantitative approach to financial planning.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    36 m
  • Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142

    Carl's 13 Magical Questions Of Conversational Goodness With (New) Clients: Kitces & Carl Ep 142
    Jul 11 2024

    In our 142nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss impactful questions to ask clients in order to create deeper conversations and deeper connections.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    46 m
  • Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141

    Creating The Space To Have More Meaningful Money Conversations With Clients: Kitces & Carl Ep 141
    Jun 27 2024

    In our 141st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the powerful questions to ask clients in order to create impactful conversations about money.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    39 m
  • Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140

    Are You Worrying About Scale Before You Even Have A Scale Problem?: Kitces & Carl Ep 140
    Jun 13 2024

    In our 140th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what's likely behind the common problem of advisors prematurely worrying about scale.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    29 m
  • When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139

    When Have You Done 'Enough' For Clients (And How Do You Know)?: Kitces & Carl Ep 139
    May 30 2024

    In our 139th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to know when you offer "enough" value to clients that it's no longer necessary to keep doing and learning more.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    30 m
  • Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138

    Crafting Your Own Stop-Doing List To Create Capacity For What Really Matters: Kitces & Carl Ep 138
    May 16 2024

    In our 138th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to optimize your time by identifying what you consistently do—and would love to stop doing.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    38 m
  • When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137

    When Does Your Career Transition From Saying Yes To Opportunities & Focusing More On No?: Kitces & Carl Ep 137
    May 2 2024

    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 no.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    39 m
  • Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136

    Should Internal Succession Plans Provide A G2 Discount For Lack Of Affordability?: Kitces & Carl Ep 136
    Apr 18 2024

    In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more advisors approach the age of retirement.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    35 m