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  • When Keeping Your Options Open Is Riskier Than Making A Commitment: Kitces & Carl Ep 201

    When Keeping Your Options Open Is Riskier Than Making A Commitment: Kitces & Carl Ep 201
    2026/10/15

    In the 201st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how making certain decisions (that close the door on other options) reveals true priorities.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    40 分
  • Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200

    Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200
    2026/10/01

    In the 200th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the value of financial planning and their current approach to communicating that value to clients.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    36 分
  • Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199

    Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199
    2026/09/17

    In the 199th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to approach telling a client that their past financial moves were suboptimal.

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