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Kitces and Carl - Real Talk for Real Financial Advisors: Daily Summaries Delivered
by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
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Latest Episodes
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Navigating Change Fatigue With And While Serving Clients: Kitces & Carl Ep 189
The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl Ep 188
Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl Ep 187
Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place: Kitces & Carl Ep 186
The Financial Planning Value Disconnect When Clients Don't Appreciate The Long-Term Benefits: Kitces & Carl Ep 185
The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors: Kitces & Carl Ep 184
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About 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.
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What is Daily Briefing's Kitces and Carl - Real Talk for Real Financial Advisors daily summary?
It's a free AI-powered email that summarizes new episodes of Kitces and Carl - Real Talk for Real Financial Advisors as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
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When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official Kitces and Carl - Real Talk for Real Financial Advisors product?
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How often does Kitces and Carl - Real Talk for Real Financial Advisors release new episodes?
Kitces and Carl - Real Talk for Real Financial Advisors publishes biweekly. Our AI generates a summary within hours of each new episode.
What topics does Kitces and Carl - Real Talk for Real Financial Advisors cover?
Kitces and Carl - Real Talk for Real Financial Advisors covers topics including Business, Management, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
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