Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

Junte-se a Michael Kitces e Carl Richards para conversas abertas sobre como aprimorar o atendimento ao cliente, otimizar sua prática e equilibrar trabalho e vida pessoal.

Listen on Apple Podcasts

Is There A Future Of Financial Planning In The AI Era?: Kitces & Carl Ep 169

E169 • 42 mins • Jul 24, 2025

Episódios recentes

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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