Episodes

  • Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157

    Reducing The Fears Of Prospective Clients By Communicating Clear Expectations Before The First Meeting: Kitces & Carl Ep 157
    Feb 6 2025

    In our 157th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss tactics for reducing the worry that can arise for people when meeting with a financial advisor for the first time.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    32 mins
  • How Are You Getting Value Out Of ChatGPT As A Financial Advisor?: Kitces & Carl Ep 156

    How Are You Getting Value Out Of ChatGPT As A Financial Advisor?: Kitces & Carl Ep 156
    Jan 23 2025

    In our 156th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how they're using ChatGPT in their own work and share their thoughts on the future of AI in financial advising.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    30 mins
  • How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155

    How Do You Know When You Are Adding Value Versus Just Trying To Justify Your Fees?: Kitces & Carl Ep 155
    Jan 9 2025

    In our 155th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a common pitfall among advisors, and what you should consider to make sure you're actually adding value—not just wasting time.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    37 mins
  • The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154

    The Limits Where Technology Can't Scale Financial Planning Advice: Kitces & Carl Ep 154
    Dec 26 2024

    In our 154th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss technology and AI's role in the future of financial advice.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    33 mins
  • Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153

    Evaluating The Tradeoffs That Come With Retaining 'Legacy' Clients: Kitces & Carl Ep 153
    Dec 12 2024

    In our 153rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do when legacy clients start to hurt profitability down the line.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    36 mins
  • Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152

    Advisory Fee Confidence And Building The Happy-Client Stoke File: Kitces & Carl Ep 152
    Nov 28 2024

    In our 152nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss surprising data from recent research on the different ways advisors charge fees.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    31 mins
  • What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151

    What's Holding You Back From Delegating What You Need To Let Go Of?: Kitces & Carl Ep 151
    Nov 14 2024

    In our 151st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what often stands in the way of delegating tasks—and what you can do to avoid common sticking points.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    35 mins
  • When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150

    When The Early Years’ Scarcity As A Financial Advisor Prevents You From Growing To The Next Level: Kitces & Carl Ep 150
    Oct 31 2024

    In our 150th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how the scarcity mentality many new advisors experience when just starting out can negatively affect their career down the road—and how to avoid this common trap.

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