Episodes featuring Carl Richards
Browse episodes where Carl Richards appears as host or guest. View all episodes →
Michael Kitces and Carl Richards debate whether financial advisors should charge what clients are willing to pay or cap fees at cost plus a fair margin, and whether charging more is ever unethical.
Michael Kitces and Carl Richards argue that keeping options open often backfires, and that committing to one path, even irrevocably, tends to produce better outcomes and more satisfaction.
Michael Kitces and Carl Richards mark 200 episodes by revisiting how advisors should explain their value, arguing the real differentiator is helping clients implement advice, not just giving it.
Michael Kitces and Carl Richards walk financial advisors through how to tell clients their past financial decisions were not ideal, without sounding judgmental.
Michael Kitces and Carl Richards discuss why financially successful advisory firm owners keep chasing growth even after hitting their goals, and what to do about it.
Michael Kitces and Carl Richards discuss how financial advisors can help clients figure out what they actually value before committing money to big goals.
Michael Kitces and Carl Richards discuss why gut feelings are useful data in financial planning, and how to interrogate them rather than ignore or blindly follow them.
Michael Kitces and Carl Richards debate whether proactive touchpoint strategies or fast, consistent responsiveness does more for client relationships in financial advisory.
Michael Kitces and Carl Richards discuss why clients often want to feel financially responsible without taking real action, and what that means for how advisors should give advice.
Michael Kitces and Carl Richards discuss change fatigue, how advisors can tolerate ambiguity, and practical ways to stay present for clients living through constant disruption.
Michael Kitces and Carl Richards discuss how growing advisory firms can manage litigation risk without letting compliance systems hurt client experience or firm culture.
Michael Kitces and Carl Richards discuss how financial advisors can uncover what clients truly value and communicate that deeper work to attract the right people.