Episodes

  • 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
  • Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149

    Do You Really Need A Business Partner… Or A Study Group?: Kitces & Carl Ep 149
    Oct 17 2024

    In our 149th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss why having friends in the trenches with you as you launch your own firm might be more valuable than having a business partner.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    32 mins
  • Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148

    Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead: Kitces & Carl Ep 148
    Oct 3 2024

    In our 148th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the mindset shift that can help when you're scared to take the next step toward your goals.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    35 mins
  • Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147

    Preparing An Advisory Firm For The Risk Of A Market (And Revenue) Decline: Kitces & Carl Ep 147
    Sep 19 2024

    In our 147th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what advisors can do to prepare for the next market downturn.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    34 mins
  • Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146

    Re-Educating Clients (Scalably) After They ‘Read Something On The Internet’: Kitces & Carl Ep 146
    Sep 5 2024

    In our 146th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients try to educate themselves about finance online—but come away with misinformation.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    30 mins
  • Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145

    Explaining The Full Value Of (Life) Planning By Unlocking The Emotional Job To Be Done: Kitces & Carl Ep 145
    Aug 22 2024

    In our 145th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can communicate their planning style in their marketing before investing time in client meetings that may or may not lead to long-term engagement.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    32 mins
  • The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144

    The Success Trap Of Boutique Practices And Building With Intentionality: Kitces & Carl Ep 144
    Aug 8 2024

    In our 144th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how fast growth can get in the way of working "lifestyle" hours—and what to do about it.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    29 mins
  • Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143

    Taking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143
    Jul 25 2024

    In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transitioning clients accustomed to a quantitative approach to financial planning.

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