Kitces and Carl - Real Talk for Real Financial Advisors

Cadence

Every two weeks

Latest

2026-10-29

By

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

Based on

12 recent episodes

• Covers: Client communication strategies, practice management, value-based pricing, and business growth tactics for financial advisory firms.
• For: Financial advisors, financial planners, and wealth management practice owners.
• Best for: Financial advisors looking to improve client communication and grow their advisory practices.
• Skip if: Consumers seeking basic personal finance tips or general investment advice.

Start with

• Value-Based Pricing for Financial Planning And Charging As Much As The Market Will Bear: Kitces & Carl Ep 202: How to handle pricing and value perception when clients are willing to pay higher fees.
• Articulating The (Evolving) Value Of Financial Planning To Prospects: Kitces & Carl Ep 200: Methods for communicating the true business value of financial planning services to prospective clients.
• The Temptation To Take On More Clients To Build (3X) Enterprise Value: Kitces & Carl Ep 198: Balancing business scaling to build enterprise value with personal well-being and fulfillment.

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