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Kitces and Carl - Real Talk for Real Financial Advisors

Dec 28, 2023

In our 128th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a key difference in perspective when it comes to spending money.

For full show notes, see kitces.com and 


Dec 14, 2023

In our 127th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss Carl's exciting new project.

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


Nov 30, 2023

In our 126th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it makes more sense to focus on increasing productivity or to simply increase your fees.

For full show notes, see kitces.com and 


Nov 16, 2023

In our 125th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it really means to scale. 

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


Nov 2, 2023

In our 124th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients no longer fit your specialization.

For full show notes, see kitces.com and