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Kitces and Carl - Real Talk for Real Financial Advisors

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 


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.


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 


Feb 8, 2024

In our 131st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss setting goals—and the "why" behind doing so.

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


Jan 25, 2024

In our 130th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the advisor mindset that leads to more happiness.

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