• Communicating The Value Of Financial Planning That Clients Don't Come For In The First Place: Kitces & Carl Ep 186
    Mar 19 2026

    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 kitces.com and thesocietyofadvice.com.

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    34 mins
  • The Financial Planning Value Disconnect When Clients Don't Appreciate The Long-Term Benefits: Kitces & Carl Ep 185
    Mar 5 2026

    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 kitces.com and thesocietyofadvice.com.

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    39 mins
  • The (Unexpected) Ways AI Is Changing Content Marketing For Financial Advisors: Kitces & Carl Ep 184
    Feb 19 2026

    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 mins
  • Should Advisors Provide Opinionated Advice Or Coach Clients To Choose Their Own Path?: Kitces & Carl Ep 183
    Feb 5 2026

    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 mins
  • Why Advisor Succession Plans Fail: Retirement Age Is Peak Advisor Happiness: Kitces & Carl Ep 182
    Jan 22 2026

    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 mins
  • Helping Clients With AI Bubble Fears To Stay The Course: Kitces & Carl Ep 181
    Jan 8 2026

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

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

    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 mins