エピソード

  • The Temptation To Take On More Clients To Build (3X) Enterprise Value: Kitces & Carl Ep 198

    The Temptation To Take On More Clients To Build (3X) Enterprise Value: Kitces & Carl Ep 198
    2026/09/03

    In the 198th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss finding the balance between scaling your business and finally letting yourself enjoy the success you worked so hard to build.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    30 分
  • Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is: Kitces & Carl Ep 197

    Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is: Kitces & Carl Ep 197
    2026/08/20

    In the 197th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to go about figuring out what's important to clients (and how to help them figure it out for themselves).

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    38 分
  • When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs: Kitces & Carl Ep 196

    When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs: Kitces & Carl Ep 196
    2026/08/06

    In the 196th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the role of "gut feelings" and intuition in decision-making after the data has been fully analyzed.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    37 分
  • Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195

    Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195
    2026/07/23

    In the 195th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between proactive and reactive client communication.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    35 分
  • Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl Ep 194

    Is It Ever Appropriate To Engage Clients With Fear Of Adverse Outcomes To Persuade Them To Action?: Kitces & Carl Ep 194
    2026/07/09

    In the 194th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the ongoing debate surrounding fear-based marketing tactics.

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