Kitces and Carl - Real Talk for Real Financial Advisors

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

Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?: Kitces & Carl Ep 135

Apr 4, 2024

In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be expected to create career opportunities for up-and-coming advisors.

For full show notes, see kitces.com and

Helping Clients Who Can't Ever Get To Enough: Kitces & Carl Ep 134

Mar 21, 2024

In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it.

For full show notes, see kitces.com and

Life-Changing Self Actualization—But How Do We Market It?: Kitces & Carl Ep 133

Mar 7, 2024

In our 133rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss money, meaning, and what it's all for.

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

What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects: Kitces & Carl Ep 132

Feb 22, 2024

In our 132nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the best way for advisors to get the word out about their services.

For full show notes, see kitces.com and