In our 136th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to consider for succession plans as more advisors approach the age of retirement. For full show notes, see kitces.com and thesociet

Do Experienced Financial Planners Have a Professional Obligation To Create Job Opportunities For The Next Generation?

20 days ago 30m 35s

In our 135th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether or not professional advisors should be expected to create career opportunities for up-and-coming advisors. For full show notes,

Helping Clients Who Can't Ever Get To Enough

Mar 21st, 2024 26m 16s

In our 134th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what to do once a client achieves their financial goals—and doesn't seem to realize it. For full show notes, see kitces.com and thesocie

Life-Changing Self Actualization—But How Do We Market It?

Mar 7th, 2024 33m 57s

In our 133rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss money, meaning, and what it's all for. For full show notes, see kitces.com and thesocietyofadvice.com.

What Drives Real Advisor Marketing Success? Vanity Metrics Vs Engaged Prospects

Feb 22nd, 2024 28m 8s

In our 132nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the best way for advisors to get the word out about their services. For full show notes, see kitces.com and thesocietyofadvice.com.

What's The Real Purpose Of (New Year's) Goals And Finding The Next Best Action To Move Forward?

Feb 8th, 2024 37m 23s

In our 131st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss setting goals—and the "why" behind doing so. For full show notes, see kitces.com and thesocietyofadvice.com.

Helping Everyone You Can Vs Getting Paid What You're Really Worth

Jan 25th, 2024 31m 9s

In our 130th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the advisor mindset that leads to more happiness. For full show notes, see kitces.com and thesocietyofadvice.com.

How Autonomy, Experience, and Team Drive Advisor Wellbeing

Jan 11th, 2024 33m 12s

In our 129th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the results of their recent study on advisor well-being. For full show notes, see kitces.com and thesocietyofadvice.com.

Noticing What You Spend Money On That's Actually An Investment

Dec 28th, 2023 33m 19s

In our 128th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss a key difference in perspective when it comes to spending money. For full show notes, see kitces.com and thesocietyofadvice.com.

Creating Value Through Presence And The 50 Fires Podcast

Dec 14th, 2023 34m 43s

In our 127th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss Carl's exciting new project. For full show notes, see kitces.com and thesocietyofadvice.com.

Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs Old Fee Increases

Nov 30th, 2023 33m 43s

In our 126th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it makes more sense to focus on increasing productivity or to simply increase your fees. For full show notes, see kitces.com and

Scale Your Business, Leverage Yourself, Or Just Grow?

Nov 16th, 2023 36m 12s

In our 125th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it really means to scale. For full show notes, see kitces.com and thesocietyofadvice.com.

When Clients Evolve Out Of Your Niche Specialization Should You Stay Or Go (Or Not)?

Nov 2nd, 2023 32m 59s

In our 124th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients no longer fit your specialization. For full show notes, see kitces.com and thesocietyofadvice.com.

Does Every Prospective Client Fit A Niche Or Do Advisor Specializations Leave More Underserved?

Oct 19th, 2023 26m 54s

In our 123rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether all advisors choosing a niche results in some potential clients being left out of receiving financial advice. For full show note

Helping Clients Make Decisions That DON'T Make (Financial) Sense

Oct 5th, 2023 33m 4s

In our 122nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to guide client decisions that aren't about wealth maximization. For full show notes, see kitces.com and thesocietyofadvice.com.

Can You Just Do Good Work And Get Noticed As An Advisor Or Do You Have To Self-Promote?

Sep 21st, 2023 40m 6s

In our 121st episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether self-promotion is essential for advisors. For full show notes, see kitces.com and thesocietyofadvice.com.

Is It Really Harder To Scale A Small RIA Today, Or Are Firms Just Navigating The Growth Treadmill?

Sep 7th, 2023 27m 19s

In our 120th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the recurring myth that small RIAs are doomed due to scaling challenges. For full show notes, see kitces.com and thesocietyofadvice.com.

Navigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119

Aug 24th, 2023 30m 36s

In our 119th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to get an older advisor (who isn't as engaged in growing the business anymore) to let go and retire. For full show notes, see kitces

(Re-)Building Your Financial Advisor Identity When You Dial Back Working With Clients

Aug 10th, 2023 27m 40s

In our 118th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether you hang onto being a financial advisor even when you're no longer taking clients. For full show notes, see kitces.com and thes

Sustaining A Profitable Advisory Business That Allows You To Explore New Endeavors

Jul 27th, 2023 32m 35s

In our 117th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss what it looks like when you're done growing the business. For full show notes, see kitces.com and thesocietyofadvice.com.

Getting Training As (Or For) An Associate Advisor To Talk More In Client Meetings

Jul 13th, 2023 33m 9s

In our 116th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to feel (or help other advisors feel) more confident talking to clients. For full show notes, see kitces.com and thesocietyofadvice.

Setting The Right Minimum Fee Per Client And The Revenue Model Generator

Jun 29th, 2023 31m 50s

In our 115th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to set pricing in order to run a viable practice. For full show notes, see kitces.com and thesocietyofadvice.com.

When Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114

Jun 15th, 2023 36m 19s

For many financial advisors, keeping an open line of communication with clients is a key component of building trust, understanding the client’s values, and developing a meaningful plan to help them reach their financial goals. In our 114th epi

What Does It Really Mean To Be A Lead Advisor?

Jun 1st, 2023 32m 46s

While advancing a career in any industry can be challenging, the lack of formal career development programs offered in the workplace for associate advisors can make it particularly difficult for them to gain the experience they need to become l

When You No Longer Want To Be A Manager And Have To Let An Associate Advisor Go

May 18th, 2023 23m 3s

In our 112th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards talk about what it looks like when you have to let go of an employee. For full show notes, see kitces.com and thesocietyofadvice.com.