エピソード

  • When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl Ep 193

    When Clients Would Rather Feel More Financially Successful Than Take Action To BE More Successful: Kitces & Carl Ep 193
    2026/06/25

    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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    33 分
  • Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl Ep 192

    Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl Ep 192
    2026/06/11

    In the 192nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how advisors can stay creative without losing sight of the business side of things.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    32 分
  • Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple: Kitces & Carl Ep 191

    Challenges In Engaging The 'Disengaged' Spouse Of A Client Couple: Kitces & Carl Ep 191
    2026/05/28

    In the 191st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to navigate working with couples when one partner is checked out.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    35 分
  • The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?: Kitces & Carl Ep 190

    The Advisor Talent Shortage: Will AI Solve... Or Exacerbate It?: Kitces & Carl Ep 190
    2026/05/14

    In the 190th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence could reshape the industry—and why one possible outcome may not be as appealing as it seems.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    32 分
  • Navigating Change Fatigue With And While Serving Clients: Kitces & Carl Ep 189

    Navigating Change Fatigue With And While Serving Clients: Kitces & Carl Ep 189
    2026/04/30

    In the 189th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support and guide clients when things feel uncertain.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    44 分
  • The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188

    The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188
    2026/04/16

    In the 188th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what steps advisors can begin taking today to position themselves for a successful sale in the future.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    39 分
  • Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187

    Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187
    2026/04/02

    In the 187th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the safeguards firms can put in place to protect themselves from legal risk, especially as they grow.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    35 分
  • Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place: Kitces & Carl Ep 186

    Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place: Kitces & Carl Ep 186
    2026/03/19

    In the 186th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss effective ways to convey the real value of financial planning so it genuinely resonates with clients.

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