HeyJaredKitces 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.
- Indexed episodes, last 90 days
- 6
- Latest publication
- Sep 17, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest episodes
Breaking Bad News To A Client About Prior Problematic Financial Decisions: Kitces & Carl Ep 199 (opens the original)
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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 .
The Temptation To Take On More Clients To Build (3X) Enterprise Value: Kitces & Carl Ep 198 (opens the original)
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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 .
Helping Clients Align Their Capital To What's REALLY Important When They Don't Know What Is: Kitces & Carl Ep 197 (opens the original)
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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 .
When 'Feelings Are Data' To Navigate Clients' Financial Planning Trade-Offs: Kitces & Carl Ep 196 (opens the original)
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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 .
Engagement Trap and Reactive vs Proactive Touchpoints: Kitces & Carl Ep 195 (opens the original)
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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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