エピソード

  • Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175

    Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175
    2025/10/16

    In the 175th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how sketches can spark more meaningful money conversations.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    47 分
  • What Jobs Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174

    What Jobs Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174
    2025/10/02

    In the 174th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what they’d say if they could talk directly to money—and what money might say back.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    30 分
  • When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173

    When Prospects Say No Because They're Not Ready To Break Up With Their Current Advisor: Kitces & Carl Ep 173
    2025/09/18

    In the 173rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle receiving the "soft no" after meeting with a client who seems like a great fit.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    29 分
  • Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172

    Scaling Financial Planning Client Affluence vs. Technology Efficiencies: Kitces & Carl Ep 172
    2025/09/04

    In the 172nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what research reveals as the key driver of productivity among financial advisors.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    32 分
  • When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171

    When Advising Clients Loses Its Spark: Burned Out, Or Bored-Out?: Kitces & Carl Ep 171
    2025/08/21

    In the 171st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss advisor burnout—and the hidden culprit that could be fueling it.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    30 分
  • Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170

    Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency: Kitces & Carl Ep 170
    2025/08/07

    In the 170th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how financial advisors can help clients navigate career uncertainty caused by AI disruption by focusing on actionable items, offering flexibility vs long-term growth, and being more proactive in planning strategies.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    33 分
  • Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169

    Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169
    2025/07/24

    In the 169th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards explore how AI is set to transform the roles advisors play and the unique value they provide in client relationships.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    42 分
  • Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168

    Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168
    2025/07/10

    In our 168th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss whether it’s more effective to dive deep in the first client meeting or to focus on the immediate issue and reserve the more emotional conversations for future sessions.

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