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  • The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors: Kitces & Carl Ep 184

    The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors: Kitces & Carl Ep 184
    2026/02/19

    In the 184th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence has made content marketing simultaneously more accessible and more challenging than ever.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    29 分
  • Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?: Kitces & Carl Ep 183

    Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?: Kitces & Carl Ep 183
    2026/02/05

    In the 183rd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss whether it's more effective to give clients clear, step-by-step guidance or empower them to become the heroes of their own stories.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    36 分
  • Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182

    Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182
    2026/01/22

    In the 182nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the happiest time in an advisor's career—and how that may be fueling the industry's succession planning gap.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    36 分
  • Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181

    Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181
    2026/01/08

    In the 181st episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to thoughtfully address client fears and uncertainties about the rapidly evolving AI landscape.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    42 分
  • Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention: Kitces & Carl Ep 180

    Aligning Your Capital With What's Important To You By Focusing On Where You PAY Attention: Kitces & Carl Ep 180
    2025/12/25

    In the 180th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the four sources of capital—and how the way you use them reveals your true priorities versus your stated ones.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    34 分
  • Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl Ep 179

    Holding Back From Hiring Associate Advisors Out Of Fear They're Just Going To Move On: Kitces & Carl Ep 179
    2025/12/11

    In the 179th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the common angst advisors feel about the idea of their associate advisors eventually leaving to build teams of their own.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    33 分
  • Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money: Kitces & Carl Ep 178

    Helping Retired Clients To Actually Start Spending (And Enjoying) Their Money: Kitces & Carl Ep 178
    2025/11/27

    In the 178th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why many retirees struggle to spend the money they spent a lifetime saving—and how advisors can help.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    31 分
  • Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177

    Ways To Say 'No' To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
    2025/11/13

    In the 177th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss why learning to say "no" can be game-changing—and how to do it without all the guilt.

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