Kitces and Carl - Real Talk for Real Financial Advisors

A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.

2356 232
by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP - 65 episodes

Suggested Podcasts

Harvard Business Review


Will Barron

Harappa Education

Host Katrina Burrus PhD, MCC interviews leaders from the ICF International

Steve Portigal

Essential Communications - Tom Henschel

Matt Pillar