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    Business

    Kitces and Carl – Real Talk for Real Financial Advisors

    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.

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    Latest Episodes:
    Value-Based Pricing for Financial Planning And Charging As Much As The Market Will Bear: Kitces & Carl Ep 202 Oct 29, 2026
    Show notes

    In this 202nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss clients who are willing to pay over the advisor's standard pay grade… and what that could mean for the value of the advisor's advice.

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

    When Keeping Your Options Open Is Riskier Than Making A Commitment: Kitces & Carl Ep 201 Oct 15, 2026
    Show notes

    In the 201st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how making certain decisions (that close the door on other options) reveals true priorities.

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

    Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200 Oct 01, 2026
    Show notes

    In 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, see kitces.com and thesocietyofadvice.com.

    Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199 Sep 17, 2026
    Show notes

    In 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 kitces.com and thesocietyofadvice.com.

    The Temptation To Take On More Clients To Build (3X) Enterprise Value: Kitces & Carl Ep 198 Sep 03, 2026
    Show notes

    In 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.

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

    Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is: Kitces & Carl Ep 197 Aug 20, 2026
    Show notes

    In 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 notes, see kitces.com and thesocietyofadvice.com.

    When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs: Kitces & Carl Ep 196 Aug 06, 2026
    Show notes

    In 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, see kitces.com and thesocietyofadvice.com.

    Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195 Jul 23, 2026
    Show notes

    In 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 kitces.com and thesocietyofadvice.com.

    Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl Ep 194 Jul 09, 2026
    Show notes

    In 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.

    When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl Ep 193 Jun 25, 2026
    Show notes

    In 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, see kitces.com and thesocietyofadvice.com.

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