Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP
Kitces and Carl - Real Talk for Real Financial Advisors
Rejoignez Michael Kitces et Carl Richards pour des échanges francs sur l'amélioration des relations avec les clients et l'équilibre vie pro/vie perso.
Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169
E169 • 42 mins • Jul 24, 2025
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Épisodes récents

Jul 24, 2025
Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169
E169 • 42 mins

Jul 10, 2025
Do You Really Have To Go Deep With Every New Client In The First Meeting?: Kitces & Carl Ep 168
E168 • 36 mins

Jun 26, 2025
Are Financial Advisors Less Happy When Working With HNW Clients?: Kitces & Carl Ep 167
E167 • 37 mins

Jun 12, 2025
Financial Planners As The Guide To Help Clients Navigating Potentially Changing Terrain: Kitces & Carl Ep 166
E166 • 36 mins

May 29, 2025
Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165
E165 • 36 mins

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