エピソード

  • 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
  • Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167

    Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167
    2025/06/26

    In our 167th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss the complex emotions money can stir up—and how a client’s level of wealth can shape an advisor’s happiness in their own life.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    37 分
  • Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166

    Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166
    2025/06/12

    In our 166th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to help clients unlearn unhelpful lessons and shift from relying on luck-based decisions to making strategic, informed choices.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    36 分
  • Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165

    Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165
    2025/05/29

    In our 165th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore strategies for breaking down complex ideas into clear, simple explanations that clients can easily grasp.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    36 分
  • Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?: Kitces & Carl Ep 164

    Is Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility?: Kitces & Carl Ep 164
    2025/05/15

    In our 164th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between technical accuracy and clear, client-friendly communication.

    For full show notes, see kitces.com and thesocietyofadvice.com.
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    31 分
  • Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163

    Overcoming Objections When Clients Reject The Recommendation By Asking What You Missed: Kitces & Carl Ep 163
    2025/05/01

    In our 163rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to handle when clients not only ignore advice but actively push back against it.

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