Episodes

  • Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167

    Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167
    Jun 26 2025

    In our 167th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the complex emotions money can stir up—and how a client’s level of wealth can shape an advisor’s happiness in their own life.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    37 mins
  • Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166

    Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166
    Jun 12 2025

    In our 166th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to help clients unlearn unhelpful lessons and shift from relying on luck-based decisions to making strategic, informed choices.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    36 mins
  • Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165

    Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165
    May 29 2025

    In our 165th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore strategies for breaking down complex ideas into clear, simple explanations that clients can easily grasp.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    36 mins
  • Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?: Kitces & Carl Ep 164

    Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?: Kitces & Carl Ep 164
    May 15 2025

    In our 164th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between technical accuracy and clear, client-friendly communication.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    31 mins
  • Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163

    Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163
    May 1 2025

    In our 163rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients not only ignore advice but actively push back against it.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    33 mins
  • Avoiding Staff Management Duties You Don't Want By Paying A Virtual Assistant For Only What You Need: Kitces & Carl Ep 162

    Avoiding Staff Management Duties You Don't Want By Paying A Virtual Assistant For Only What You Need: Kitces & Carl Ep 162
    Apr 17 2025

    In our 162nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how a virtual assistant can support management responsibilities—and how to identify what tasks are worth delegating in the first place.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    33 mins
  • How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161

    How Valuable Is Getting Feedback About Your Original Business Ideas (That Others May Not Get Anyway)?: Kitces & Carl Ep 161
    Apr 3 2025

    In our 161st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they navigate others' opinions on their projects—and the strategies they use to invite feedback in the first place.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    40 mins
  • Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160

    Calming Clients With Anxiety About Trump Tariffs And Trade Wars: Kitces & Carl Ep 160
    Mar 20 2025

    In our 160th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to keep clients from panicking—and making poor financial decisions—during market volatility.

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