Kitces and Carl - Real Talk for Real Financial Advisors

In this 202nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss clients who are willing to pay over the advisor's standard pay grade… and what that could mean for the value of the advisor's advice.

For full show notes, see https://www.kitces.com/ and https://www.thesocietyofadvice.com/.

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 https://www.kitces.com/ and https://www.thesocietyofadvice.com/.

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 https://www.kitces.com/ and https://www.thesocietyofadvice.com/.

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 https://www.kitces.com/ and https://www.thesocietyofadvice.com/.

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 https://www.kitces.com/ and https://www.thesocietyofadvice.com/.

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 https://www.kitces.com/ and https://www.thesocietyofadvice.com/.

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 https://www.kitces.com/ and https://www.thesocietyofadvice.com/.

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 https://www.kitces.com/ and https://www.thesocietyofadvice.com/.

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 https://www.kitces.com/ and https://www.thesocietyofadvice.com/.

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 https://www.kitces.com/ and https://www.thesocietyofadvice.com/.

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 https://www.kitces.com/ and https://www.thesocietyofadvice.com/.

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 https://www.kitces.com/ and https://www.thesocietyofadvice.com/.

In the 190th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how artificial intelligence could reshape the industry—and why one possible outcome may not be as appealing as it seems.

For full show notes, see https://www.kitces.com/ and https://www.thesocietyofadvice.com/.

In the 189th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how to support and guide clients when things feel uncertain.

For full show notes, see https://www.kitces.com/ and https://www.thesocietyofadvice.com/.

In the 188th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what steps advisors can begin taking today to position themselves for a successful sale in the future.

For full show notes, see https://www.kitces.com/ and https://www.thesocietyofadvice.com/.

In the 187th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the safeguards firms can put in place to protect themselves from legal risk, especially as they grow.

For full show notes, see https://www.kitces.com/ and https://www.thesocietyofadvice.com/.

In the 186th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss effective ways to convey the real value of financial planning so it genuinely resonates with clients.

For full show notes, see https://www.kitces.com/ and https://www.thesocietyofadvice.com/.

In the 185th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss what clients truly value in their relationships with financial advisors.

For full show notes, see https://www.kitces.com/ and https://www.thesocietyofadvice.com/.

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 https://www.kitces.com/ and https://www.thesocietyofadvice.com/.

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 https://www.kitces.com/ and https://www.thesocietyofadvice.com/.