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Carl Richards

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The Behavior Gap
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The One-Page Plan created

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Communicating The Value Of Financial Planning That Clients Don't Come For - Kitces & Carl Ep 186

Mar 19, 2026 · on Michael Kitces guest · 1 rec
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50 Fires Podcast mentions media
"I've seen this with the 50 Fires podcast like people reach out saying I want that kind of conversation with a financial adviser."
From: Communicating The Value Of Financial Planning That Clients Don't Come For - Kitces & Carl Ep 186 • ▶ 24:18 • Mar 2026
TikTok mentions software
"You could tell this story in on a TikTok ticky talk. Snappy snappy talk."
From: Communicating The Value Of Financial Planning That Clients Don't Come For - Kitces & Carl Ep 186 • ▶ 28:37 • Mar 2026