Shows
Kitces and Carl - Real Talk for Real Financial AdvisorsIs Complexity In Financial Planning Necessary To Prove (Young) Advisor Credibility? Kitces & Carl Ep 164In our 164th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to strike the right balance between technical accuracy and clear, client-friendly communication. For full show notes, see kitces.com and thesocietyofadvice.com.2025-05-1530 minKitces and Carl - Real Talk for Real Financial AdvisorsTaking Over Clients From An Advisor With A Different Personality And Communication Style: Kitces & Carl Ep 143In our 143rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how next-gen advisors can navigate transitioning clients accustomed to a quantitative approach to financial planning. For full show notes, see kitces.com and thesocietyofadvice.com.2024-07-2536 minKitces and Carl - Real Talk for Real Financial AdvisorsCarl's 13 Magical Questions Of Conversational Goodness With (New) ClientsIn our 142nd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss impactful questions to ask clients in order to create deeper conversations and deeper connections. For full show notes, see kitces.com and thesocietyofadvice.com.2024-07-1145 min
Communication, Connection, Community: The Podcasters' PodcastBreaking the Time Myth: How to Fit Podcasting into Your Busy LifeSend us a textEver felt like you're running a race against the clock, especially when dreaming of starting your own podcast? Let's bust that myth together. We continue our myth-busting series with a candid conversation on the infamous time myth—the belief that there just aren't enough hours in the day to create a podcast. Join us as we challenge the status quo and explore the true flexibility of podcasting that many overlook. You'll be surprised to learn that the 'ideal' episode length is a myth itself, as we delve into why podcast duration should be a...2024-04-1113 min
Communication, Connection, Community: The Podcasters' PodcastSimplifying Podcast Technology for Coaches and Consultants: Mastering Your Message and Soaring to SuccessSend us a textEver felt the shiver of tech trepidation before taking the podcast plunge? You're not alone, but today's episode is your tech angst antidote! With three decades of broadcasting wisdom tucked under my belt, I'm here to guide you through untangling the intimidating wires of podcast technology. This isn't about being a DIY maven; it's about channeling your strengths into your content and letting the experts handle the rest. So if you're a coach, consultant, or subject matter expert ready to break free from the starting blocks without getting bogged down by the nitty-gritty...2024-04-0910 min
Communication, Connection, Community: The Podcasters' PodcastUnleashing Your Voice: How to Craft Authentic Podcast Episode Content and Expand Your ReachSend us a textStep out of the shadows and shatter the 'content myth' that's been holding you back from starting your podcasting journey. This episode is your guide to turning your personal experiences and professional insights into captivating podcast episodes. I'll show you how to weave your unique stories and perspectives into content that resonates with listeners, proving that there's always a spotlight waiting for your voice in the bustling podcast arena. No matter if you're taking your first entrepreneurial steps or you're a veteran in your field, I promise you'll find the confidence to share...2024-04-0712 min
Communication, Connection, Community: The Podcasters' PodcastBreaking Through the Competition Myth to Find Your Place in the Podcasting UniverseSend us a textEver felt like a tiny fish in the vast podcast ocean, swimming alongside giants like Oprah and Tony Robbins? That's where I found myself, grappling with the 'competition myth' before launching my very own podcast, Speaking of Speaking. But through this episode of Communication Connection Community, I'll guide you past those colossal shadows into the light of opportunity waiting for every aspiring podcaster. Together, let's break down the barriers that might be holding you back and debunk the fear of an overcrowded marketplace, showing you how there's still plenty of room for your...2024-04-0510 min
Communication, Connection, Community: The Podcasters' PodcastDemystifying the Money Myth: How Podcasting Can Jumpstart Your Expertise and Business GrowthSend us a textBusting myths and breaking barriers, that's what we're all about in today's enlightening discussion on the 'Money Myth' in podcasting. I've been there, wrestling with doubts about the financial wisdom of launching a podcast. But as your guide, I'm going to reveal why these hesitations could be stifling your growth as a recognized expert in your field. We don't just stop at the money talk; we compare the worth of a podcast to other investments like websites, slicing through the fog to showcase how podcasting is a strategic marketing tool that could elevate...2024-04-0311 min
Communication, Connection, Community: The Podcasters' PodcastCrafting Content and Connecting Globally Through Podcasting, with David CunninghamSend us a textEver wonder what it's like to hop from the dynamic airwaves of radio into the calculative world of financial services and back again? Tune in to our latest episode where Dave Cunningham, a man of many talents, sits with me, Carl Richards, to recount his enchanting journey. He opens up about his love for radio discovered at university, leading to a hearty twenty-year career before seeking family stability in finance. But as the allure of broadcasting never waned, Dave's retirement became the birthplace of "The Kingstonian," his podcast that unwraps the stories of...2024-01-2324 min
Podcast Solutions Made SimpleCrafting Content and Connecting Globally Through Podcasting, with Dave CunninghamEver wonder what it's like to hop from the dynamic airwaves of radio into the calculative world of financial services and back again? Tune in to our latest episode where Dave Cunningham, a man of many talents, sits with me, Carl Richards, to recount his enchanting journey. He opens up about his love for radio discovered at university, leading to a hearty twenty-year career before seeking family stability in finance. But as the allure of broadcasting never waned, Dave's retirement became the birthplace of "The Kingstonian," his podcast that unwraps the stories of individuals fueled by passion. His venture...2024-01-2224 min
Communication, Connection, Community: The Podcasters' PodcastReflecting on the Journey: Merging Speaking of Speaking with Podcast Solutions Made SimpleSend us a textReflecting on the past five years feels like flipping through the pages of a well-loved novel, each chapter brimming with its unique set of triumphs and trials. I'm Carl Richards, and as I sit down to recount the incredible journey of the Speaking of Speaking podcast, it's like sharing a part of my soul with you. From the early days, riddled with uncertainties, to celebrating over 15,000 downloads, and shifting gears from a stage fright coach to the head of a podcasting agency, this episode is an open book of heartfelt experiences. I'll walk...2024-01-0311 min
The Kingstonian PodcastCarl Richards – Speaking, of PodcastsSend us a textIs the ability to speak in front of a live audience a skill we still need to develop? What about hosting a podcast? Is there still room for you to get into this medium? Two different, yet somewhat similar, topics for a conversation; and I have a guest who can help with both.Carl Richards has spent more than 25 years behind the microphone, on radio and on stage, entertaining and influencing audiences worldwide. He is the host of two podcasts and is the founder and CEO of Podcast Solutions Mad...2023-11-2147 minKitces and Carl - Real Talk for Real Financial AdvisorsNavigating Succession Plans When Founders Are Having Second-Thoughts On Retirement: Kitces & Carl Ep 119In our 119th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss how to get an older advisor (who isn't as engaged in growing the business anymore) to let go and retire. For full show notes, see kitces.com and thesocietyofadvice.com.2023-08-2430 minKitces and Carl - Real Talk for Real Financial AdvisorsWhen Clients Are Tempted By The Siren-Song Of (A Competitor's) Investment Results: Kitces & Carl Ep 114For many financial advisors, keeping an open line of communication with clients is a key component of building trust, understanding the client’s values, and developing a meaningful plan to help them reach their financial goals. In our 114th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss ways for financial advisors to talk to clients tempted by promises of higher returns from other financial professionals, how they can ensure that all clients stay focused on the goals their financial plans were created to help them achieve, and why it’s so important to r...2023-06-1536 min
Communication, Connection, Community: The Podcasters' PodcastHow To Supercharge Your Productivity And Crush Your To-do List In Half The Time, With Special Guest Dr. Mike Van ThielenSend us a textDo you ever wish you could tackle that never-ending to-do list in record time? Us too! In this episode, Carl Richards chats with Dr. Mike Van Thielen and they explore tricks and strategies for slashing your to-do list in half. Whether you're a busy professional, a parent juggling a million things, or just someone who wants more free time, we've got your back. Tune in and let's chat about the art of getting things done faster and smarter."Dr. Mike Van Thielen is a health and wellness expert, best selling author...2023-06-1427 min
Communication, Connection, Community: The Podcasters' PodcastUnleash Your Authentic Voice & Vibrate the World, with guest Monique McDonaldSend us a textYour voice is yours and yours alone! How do you take your unique voice and make it an instrument to bring about the real you, in business, and in your personal life? That's what today's guest will explore with Carl Richards. Finding your authentic voice and creating an impact on the world! Before you appear on a podcast, give your next presentation or have a sales conversation, you might want to talk to Monique McDonald. MONIQUE is an award-winning, Grammy-nominated, vocal specialist and certified Conscious Transformational Coach. Initially terrified to audition or s...2023-03-2233 min
Kitces and Carl - Real Talk for Real Financial AdvisorsThe Strategic Planning Process And Coming Up With (New) Ideas To Try: Kitces & Carl Ep 107In our 107th episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards discuss ways for advisors to find new ideas, the process of narrowing down their options and choosing the best ones, and how advisors can vet and test the viability of their ideas before implementing them on a larger scale. For full show notes, see kitces.com and thesocietyofadvice.com.2023-03-0939 min
Communication, Connection, Community: The Podcasters' PodcastSpeaking Anxiety: Kicking Out The Fear And Just Doing It Anyway! with special guest Raja VaidyaSend us a textIn the very first episode of Speaking of Speaking Carl Richards revealed that speaking was his biggest fear as a kid. He actually stuttered. After two years of speech therapy (from age 12-14) Carl overcame the fear and started to manage the fear of speaking at the same time. In this episode Carl and his guest revisit some of the concepts from that very first episode and reveal that, YES! You can navigate through the fear of speaking, and the best way to do that is to get up and speak (of...2023-03-0813 min
Communication, Connection, Community: The Podcasters' PodcastI Just Got Back From A Trip To Cuba! Part One: PeopleSend us a textHave you ever noticed how some speakers hit the mark every single time, while others struggle to make a point and gain the trust of their audience? Ever wondered why that is? So much of what we do in the speaking world is share our ideas, thoughts, feelings. What we sometimes fail to share clearly is our stories. We water them down by leaving parts out, or just simply skim over and expect people to fill in the blanks. It would be like looking at just the outline of a masterpiece...2023-01-1809 min
Podcast Solutions Made SimpleTime Myth: You Have Time...You Just Don't Believe You Do!In the last episode Carl Richards and Diana Lidstone talked tech. Not really Diana's favourite subject...and she admitted TECH was holding her back from launching a podcast. Not now! She doesn't need to worry about it...she has a team that supports her and the show! One Podcast Myth remains, and we're about to eradicate it, for good! Here's a quick look at the list of what those myths are:Money myth (debunked by Cindy Little)Competition myth (kicked to the curb by Bernie Franzgrote)Content myth (exposed for what it is and eliminated by Katherine Burrows)Tec...2023-01-1714 min
Podcast Solutions Made SimpleTech Myth: Could Podcasting Get Any More Confusing Than It Already Seems?In the last episode Carl Richards and Katherine Burrows talked about Katherine's love for words and stories. She revealed the difference between spoken word and written word and how she tackled being 'raw and real' with the spoken word and eliminated the Content Myth! There are still two podcast myths we need to 86 or put in the cylindrical file beside your desk! Here's a quick look at the list of what those myths are:Money myth (debunked by Cindy Little)Competition myth (kicked to the curb by Bernie Franzgrote)Content myth (exposed for what it is and eliminated by...2023-01-1711 min
Podcast Solutions Made SimpleContent Myth Pt Two: You Don't Need To Be Shown The Path To Content, You Already Have It, with Katherine BurrowsIn the previous episode Carl Richards unpacked the Content Myth. There's no shortage of content...you have boat loads of it already, you just need to know how to package it...and that's what todays' guest discovered. She realized she was curating it for the written word. Once she explored ways to speak about her content more freely, it was like magic! And magical moments started to appear more and more in her show! Katherine Burrows personal alchemy of literary storytelling, human psychology, business marketing, and unwavering passion provides her with unique and powerful insight into brand st...2023-01-1716 min
Podcast Solutions Made SimpleContent Myth: Is The Struggle To Create Content Real?In the last episode Carl Richards and Bernie Franzgrote talked about how Bernie overcame the competition myth, and revealed the real competition, wasn't an external thing. The real competition holding him back, was himself! There are still three podcast myths we need to look at. Here's a quick look at the list of what those myths are:Money myth (debunked by Cindy Little)Competition myth (kicked to the curb by Bernie Franzgrote)Content myth Tech myth Time mythIn this episode Carl unpacks the third myth, the Content Myth. Question: which myth is holding you bac...2023-01-1713 min
Podcast Solutions Made SimpleCompetition Myth Pt Two: In Regards To Competition It's All About YOU, with Bernie FranzgroteIn the last episode Carl Richards shared in detail what the Competition Myth is as it relates to podcasting. The competition isn't just about how many shows, it's about seeing yourself as THE go to expert and knowing your value! Today Carl and his guest showcase how he overcame the Competition Myth, and the discovery of where that idea of competition was rooted. Bernie Franzgrote is a Synergy Architect…co founder of Kreativ Insight Consultants, which connects people and ideas to other people. He’s also the host of the Knack 4 Business podcast, cohosted by Goal & Life Coach...2023-01-1719 min
Podcast Solutions Made SimpleMoney Myth Pt Two: Who Said It Was All About The Money, with Cindy LittleIn the last episode Carl Richards shared in detail what the Money Myth is as it relates to podcasting. Today Carl and his guest do a deep dive into how she overcame the Money Myth, and replaced the word MONEY with VALUE! Cindy in her spare time is a Health Podcaster, Public Speaker, aspiring author, and is an avid reader and learner of self growth. Cindy is a mother and wife of 27 yrs to her sweetheart, retired military husband, Darren. Cindy has lived a life of action from serving in the military in her younger years and...2023-01-1717 minCommunication, Connection, Community: The Podcasters' PodcastReflection: Are You My Ideal Client?Send us a textFirst off, I'd be remiss if I didn't thank my team. When this podcast launched back in 2019, I wasn't sure where it would take me. So, I, Carl Richards thank them for their support. I also thank YOU for being along on the journey. I'm so excited for where this show is going to go in 2023 and beyond! And with that in mind, You know, it's very cool to FINALLY be full time in my business. I get to choose the clients I work with, set my own hours, take holidays w...2022-12-3013 min
Podcast Solutions Made SimpleCan You Believe There Are Not Many Podcasts About Podcasting?I was certainly floored when I started conceiving the ideas for this show! With over 3 million podcasts worldwide (2023), there are shows about pretty much everything. In some cases, depending on the subject matter, there is even saturation! However, the actual art or skill or stories from podcasters and 'how they did it'...well, those shows are few and far between! And we're here to change that! So check out this the premier episode of Podcast Solutions Made Simple, a podcast all about podcasting! I'm your host, Carl Richards and in this episode I'll share with you why th...2022-09-2107 min
Communication, Connection, Community: The Podcasters' PodcastSOS Workshop May 10: The 5 Myths Keeping You from Launching Your Book or PodcastSend us a textSo excited about this special crossover episode with Katherine Burrows to give you a sneak peek about the FREE collaborative workshop we're offering Tuesday, May 10, 2022, from noon to 1:30 pm eastern time!Register here: https://e.sparxo.com/5-Myths-To-PodcastBook-LaunchPlease reach out to either of us if you have any questions. Our contact info is below.CARL RICHARDS, PODCAST PRODUCTION MADE SIMPLECarl Richards has spent more than 25 years behind the microphone, entertaining and influencing audiences worldwide. He’s a TEDx Sp...2022-05-0407 min
Communication, Connection, Community: The Podcasters' PodcastAre You Buying Expensive Online Ads And Creating Confusing Funnels To Scale Your Business, with special guest Marc MawhinneySend us a textWe spend a lot of time living online these days. Making connections with people mostly happens in a virtual world. So how do you grow your business online without breaking the bank on expensive ads or funnels? What are you doing to get in front of more of your ideal client simply? Carl's guest today has done it more than once, using a variety tools. Surprise, surprise: one of those tools is his successful podcast! Marc's BioMarc Mawhinney has been in business for several years and now coaches coaches...2022-03-1518 minCommunication, Connection, Community: The Podcasters' PodcastReflections: 2021 Without RemorseSend us a textIt's the wrap up to Season Three of The Speaking of Speaking Podcast. How has this past year, been for you? What are you reflecting on, and how are you moving forward? Carl Richards reflects on 2021, the past Season of Speaking of Speaking, and lays out the 'predictions' for 2022! There's no remorse in how this year played out...it is what it is! Time to move the ball down the field into 2022! Thanks for being a part of Speaking of Speaking. Got a question? Drop Carl a note anytime: ask...2021-12-2913 min
Communication, Connection, Community: The Podcasters' PodcastSpeaking Of Your Business, with special guest Wayne PrattSend us a textSo, you're in business! Congratulations! You've worked hard to get to where you are, worked tirelessly, you've built it, so they will just come to your door...right? When it comes to levelling up, you need to be sounding board, the walking billboard as it were, with a megaphone installed promoting who are and the biggest question of all...WHY YOU?Today Carl and his guest will dive into speaking about your business...so you get the results you want! (and maybe get some help along the way!)...2021-09-1518 min
Communication, Connection, Community: The Podcasters' PodcastTaking A Stand On Your Speaking with special guest Heather Di SantoSend us a textLong before we had Covid (and an increase in virtual events) we had no shortage of live events. Whether speakers of vendors at trade shows, we were constantly on our feet, ready to meet and great potential clients and prospects. The virtual world has made us more sedentary. We sit more than we stand, even though there is more than enough technology that allows us to stand up at our desks! How does sitting affect your performance? How does it affect your image? Carl's guest today has great insight on this subject.2021-09-0819 min
Communication, Connection, Community: The Podcasters' PodcastHow Do You Talk To Kids So They Will Listen? With Special Guest Dinalynn RosenbushSend us a textCommunication comes in many different forms. Carl's guest today has years of experience in how to communicate with a younger generation. Here's the rub: we ALL have issues with listening. Every single one of us, every generation! What is it that's stopping us from listening clearly? How is it affecting our children...and how does it affect us later in life? Dinalynn Rosenbush is an International Bestselling Author, Wellness and Parenting Coach, and Public Speaker. In her work as an Educator and Speech Language Pathologist for nearly 3 decades, she learned to effec...2021-09-0121 minCommunication, Connection, Community: The Podcasters' PodcastSpeaking of Podcasting: Building Your Audience With Organic MarketingSend us a textOne of the key reasons people don't launch podcasts is the concern of 'who will listen to me?' There is truth in 'if you build it, they will come,' but you need to make sure that when you build it you let people know you've built it. And the best way to do that is organically. Yes, you can invest in advertising, whether digital or conventional, to get the word out about your podcast. It's much simpler to do it organically. So what can you do to market your podcast without in...2021-06-0208 minCommunication, Connection, Community: The Podcasters' PodcastSpeaking of Podcasting: What Do You Need To Get Started?Send us a textSo you've made the decision to launch a podcast. What do you need to get started? There are some moving parts, and with the right amount of help you'll be able to launch successfully. In this episode Carl Richards reviews ten things you need to launch successfully. Here is the list Carl refers to:ComputerMicrophoneRecording/Editing SoftwareArtworkTheme MusicIntro/ExtroHost sitePlayback SiteScheduleMarketingReady to take a deeper dive? Check out Carl's podcast services....and schedule your complimentary Podcast Strategy Session ($125 value!)https://carlspeaks.ca/podcasting/Su...2021-05-2606 minCommunication, Connection, Community: The Podcasters' PodcastSpeaking of Podcasting: Why Aren't You? What Are You Potentially Missing?Send us a textPodcasts are growing in popularity. In the past 4 years the number of podcasts available has gone from 750,000 to over 2 million! We can credit the global pandemic for part of the growth in the podcast industry for sure! Despite the rapid and continued growth and gravitation towards podcasting, many entrepreneurs and business owners are still a bit 'gun-shy' to pull the trigger and start a podcast. Why is that? What are you missing by NOT having a podcast? In the first of this 3-part series, Carl Richards explains why podcasting...2021-05-2114 min
Communication, Connection, Community: The Podcasters' PodcastThe Power Of Connection With Special Guest Linda BabulicSend us a textSpeaking is all about connecting with your audience and influencing them to action. Are you truly making a connection when you speak...or are you missing the mark, and missing out on golden opportunities? Carl's guest today is Linda Babulic. She has a myriad experience in this area, and through her work has lead teams and built success in business.Linda Babulic is a ZESTY Executive Life Coach, author of the #1 International Best Seller ZEST Your Life - A Taste of Inner Wisdom.With over 25 years of experience in the...2021-05-0521 min
Communication, Connection, Community: The Podcasters' PodcastPlanning, Pitching & Booking Speaking Gigs For Your BIG Project! With Special Guest Elizabeth MinerSend us a textYou've written a book....Congratulations! This is a huge accomplishment! But wait...that means you're equally excited to jump on that book tour right? You've prepped and planned it all to the last detail? You have speaking gigs lined up? Elizabeth Miner is Carl's guest today and walks through her journey of getting stage ready for her book launch. What Elizabeth shares can help with any BIG project, from book launches to podcasts and everything else in between! From taking a year of her retirement in her 30’s when she moved abroad t...2021-03-3126 min
Communication, Connection, Community: The Podcasters' PodcastSpeaking For Leadership with Special Guest Gabriel BasqueSend us a textLeadership is all about communication. How many leaders actually follow in their own footsteps? How many leaders communicate effectively with their teams to accomplish the tasks at hand and the over all company goals? As an executive coach Carl's guest today knows all too well what it takes to succeed as a leader and how quickly a leader can fail to rise to the top. Meet Gabriel Basque Due to his extremely goal oriented attitude Gabriel set himself personal goals of competing in fitness and power lifting competitions as a simp...2021-03-2620 min
Communication, Connection, Community: The Podcasters' PodcastEPISODE 50!! Showcasing Your Professional & Personal Brand With Special Guest Martin BucklandSend us a textShow OverviewPicture it: You're at your computer submitting an application to speak at a main stage event (could be virtual or in person). The meeting planner checks you out on LinkedIn and is very impressed with your professional portfolio. So much so, they check out your Facebook following too! BAM! There are pictures from your summer vacation, beers, bikinis and some debauchery. For that reason, you don't get the gig. In this episode Carl catches up with Martin Buckland who explores how to never have happen again! Martin Buckland Bio...2021-02-0321 min
Communication, Connection, Community: The Podcasters' PodcastIt's Speaking...& It's Business! With Special Guest Marc MawhinneySend us a textEpisode DescriptionSo many people want to be in business for themselves. Who wouldn't want to sleep in, work from home, cut out early, and have weekends off all the time. That's the life of an entrepreneur, right? Well...not quite! Marc's BioMarc Mawhinney has been in business for several years and now coaches coaches on how to be better coaches. He also empowers entrepreneurs on how to dig in and get to work...and it's nothing like a 9-5. Carl and Marc have a great discussion on...2021-01-2027 minCommunication, Connection, Community: The Podcasters' PodcastYour Speaking TrifectaSend us a textAre you doing the same thing you did last year for your speaking strategy? If you are there is a good chance your approach may be stale dated. How do you shift? What do you need to do that's different to get more of the speaking gigs that you want? AND, if you haven't started speaking yet (or shifted your strategy) as yourself this question: If not now, then when? Carl explores a three step process to shift your speaking strategy for maximum success ,in a physical and digital world. ...2021-01-1911 min
Communication, Connection, Community: The Podcasters' PodcastThe Consciousness In Speaking with special guest Chipochemeso ShambareSend us a textWhen it comes to be speaking and presenting we know we need to be at 'on' every time we hit the stage. We need to bring our 'A-Game.' The very best version of ourselves needs to be present and with the audience. We're often told to 'interact' and 'connect' with attendees, even if they aren't the most attentive. Most often we think of it as a 'physical' thing, yet there's more to it than that...much more!In this episode Carl's guest Chipochemeso Shambare explores in great detail what it means...2020-12-3016 min
Communication, Connection, Community: The Podcasters' PodcastThe Face of Speaking, with special guest Michelle ButtSend us a textAs a speaker you know there is a certain timbre or tone or 'voice' to speaking. It's something you've no doubt worked hard at perfecting. Did you know there is a 'face' to speaking? Our guest today is Michelle Butt. Michelle holds an Honours BA in Linguistics from The University of Toronto, is a Master Coach and a Facial Intelligence Expert. After more than 10 years of studying human communication and creating the Facial Intelligence™ body of work, Michelle has come to know a thing or two about how and what drives people to bel...2020-12-0315 minCommunication, Connection, Community: The Podcasters' PodcastRocking The Virtual Stage Part Three: ContentSend us a textIt’s been said many times over, when it comes to speaking and in business, content is King. Ask yourself this question: are you giving your content the royal treatment, or the royal flush? Are your potential clients and buyers gravitating to you based on the content and value you provide? In this the final episode of a three part series, Carl explores how to create compelling content that elevates your credibility and lines up more of the referrals and clients you want. Support the showGot a question abou...2020-11-1910 minCommunication, Connection, Community: The Podcasters' PodcastRocking The Virtual Stage Part Two: Look And Sound The (Professional) PartSend us a textEven virtual stages can leave a lasting impression. Which one are you leaving? When people see you and hear you do they see you as professional? Expert who knows their stuff? Credible and authoritative? Truth is how you look and sound is just as important in the virtual world as it is in the physical world. In this episode Car will explore what you need to do to make your professionalism and credibility stand out every time you're on a virtual stage. Here is a link to a fantastic offer...2020-11-0408 minCommunication, Connection, Community: The Podcasters' PodcastRocking The Virtual Stage Part One: Get On Stage! As Many As You Can!Send us a textThere's a new normal in the world of speaking: THE VIRTUAL STAGE! It used to be as a speaker or ambitious entrepreneur you'd look for opportunities to get on physical stages. Those opportunities still exist. However, virtual stages are becoming more and more common place for speakers to raise their profile and showcase their expertise! In this episode Carl walks through how to get on those seemingly elusive virtual stages! Support the showGot a question about something you heard today? Have a great suggestion for a topic or know...2020-09-1509 min
Communication, Connection, Community: The Podcasters' PodcastSpeaking Your Truth (with special guest Brian Tohana)Send us a textFear. Ego. The inner you. What affects your ability to speak your truth when you are sharing with an audience? In this episode Carl's guest, Brian Tohana, shares his insights on how to be the most authentic YOU, you can be all the time, whether it's on stage, in meetings, or even in your own space. Follow Brian's journey through his social media channels. He posts updates regularly. Here is his link to Facebook:https://www.facebook.com/BrianTohana/Support the showGot a q...2020-09-0823 min
Communication, Connection, Community: The Podcasters' PodcastEPISODE 40! Speaking To Promote Your Published Work with special guest Kimberley DaySend us a textHave you often wondered what it would take to write a book? Kimberley Day is the person you need to talk to! She's helped countless entrepreneurs get pen to paper. She's then given them the marketing plan to get the word out about their expertise. Guess what that in includes? You guessed it! SPEAKING! As much as Carl believes the quickest, most effective way to grow your business and position yourself as an expert is to speak, Kimberley believes another great way is to GET PUBLISHED! And she has a great system to help y...2020-08-2519 minCommunication, Connection, Community: The Podcasters' PodcastThe Popular Yet Dangerous Skill of Speaking To Misinform And Mislead (and how it’s affecting your brand)Send us a textWe're diving deep into this today...frankly there's been a lot of misinformation out there...and it's not just in politics. Yes, it's very prevalent in the political world. Still there are entrepreneurs and business professionals out there in our world who are walking the slippery slope of misinforming and misleading prospective and current clients, even if they don't mean to do it. In this episode Carl Richards exposes some of the traps speakers can easily fall into that can have a perilous effect on your brand. Support the show2020-05-0515 minCommunication, Connection, Community: The Podcasters' PodcastSpeaking Virtually In A Global PandemicSend us a textThese are very interesting times we are living in currently. A lot of businesses, large and small, have been hugely impacted by the global Corona-virus Pandemic. If speaking is something you do or were wanting to embrace this year to reach more of your ideal client, all is not lost. Many people are shifting from speaking on physical platforms and stages to speaking virtually. In this episode Carl shares how you can get started with virtual speaking, even if you've never done it before! Easily and effectively, without seeming like a pushy sales pe...2020-04-1507 min
Communication, Connection, Community: The Podcasters' PodcastSpeaking To Leverage Your Time & Make More Money with special guest Jessica YarbroughSend us a textSpeaking is a wide open playing field that, in all honesty, not a lot of people are playing. There are no shortages of speaking opportunities, from stages to podcasts...yet, so many entrepreneurs are leaving money on the table by NOT speaking! Are you one of them?Carl's guest today is Jessica Yarbrough. Jessica is a genius at showing entrepreneurs how to build an expert platform, rapidly raise their value, build their credibility online and attract high paying clients. She travels the world teaching and inspiring entrepreneurs and helping them grow their i...2020-03-1114 minCommunication, Connection, Community: The Podcasters' PodcastS Is For Story (And Your Talk Needs One!)Send us a textBooks, movies, television shows. What do they all have in common? They are story based. Stories are a multi billion dollar industry. I know it seems simple, when we think of movies as an example. Think of it this way, Your talk is no different than a movie: It's your movie! Make sure it has a good story. In this episode Carl talks about the power of stories and how to go about making them a part of your next talk. Support the showGot a question about something yo...2020-02-1914 min
Kitces and Carl - Real Talk for Real Financial AdvisorsIs A Fiduciary Requirement Necessary When Acting In Clients' Best Interests Is Good Business Anyway?: Kitces & Carl Ep 20In our 20th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards discuss why a fiduciary rule is necessary even though acting in your client’s best interests is already “good business” in the long run, how real financial advisors are at a competitive disadvantage against those who really are just out to make the next buck as quickly as possible, and how advisors have a duty to spread the word about what it means to be a fiduciary.2019-11-0723 min
Kitces and Carl - Real Talk for Real Financial AdvisorsIs Any Financial Advisor Business Model Truly Conflict Free?: Kitces & Carl Ep 19In our 19th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards talk about these conflicts of interest, and the dilemma that financial advisors face when determining where to draw the line between a ‘manageable’ conflict of interest and one that is ‘unmanageable.’2019-10-2439 minCommunication, Connection, Community: The Podcasters' PodcastThe Business Of Politics vs. The Business of SpeakingSend us a textThere is a lot of election fever in both Canada and the US. It's during an election year that we tend to look at and contrast speaking skills especially when it comes to debates. Not only that, we see a lot of ads and campaigning that is designed to let you the voting public know who's the best person/party for the job...but how does it really measure up when you compare it to the real business and speaking world? In this the 31st episode Carl explores the issues of real world...2019-10-2210 minCommunication, Connection, Community: The Podcasters' Podcast2020 Speaking For 2020 And BeyondSend us a textWe are less than 3 months away from a new year and a new decade. Looking back on business and the business of speaking, what's changed? How have you changed? How have these changes in this past ten years influenced how you, not only do business but communicate? In this 30th episode of Speaking Of Speaking Carl explores where speaking is heading for business in 2020 and beyond! Support the showGot a question about something you heard today? Have a great suggestion for a topic or know someone who should be...2019-10-1510 min
Kitces and Carl - Real Talk for Real Financial AdvisorsTalking Clients Off The Ledge From 'Scary' Markets: Kitces & Carl Ep 18In our 18th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards extend their last podcast and look at communication strategies advisors can use to set the stage for helping clients actually make better decisions after ‘talking them off the ledge’, using a three-part pyramid framework: the Plan, at the foundation of the pyramid (representing the financial plan itself that was developed around the client’s personal values and goals); the Process, in the middle (i.e., the method whereby an advisor helps their client determine how those values and goals will become reality); and the Pr...2019-10-1035 minCommunication, Connection, Community: The Podcasters' PodcastThe Speakers' Checklist: Before You Take The StageSend us a textSo it's the day before, or maybe even the day of your talk. Are you ready? Or shall I ask, do you know what you need to do before you step on the stage to ensure you're talk will run smoothly? In this episode Carl explains what you need to do ahead of time to ensure not only does your talk time run without a hitch, but you look professional and on your game!Support the showGot a question about something you heard today? Have a great suggestion...2019-10-0107 min
Kitces and Carl - Real Talk for Real Financial AdvisorsResponding With Empathy When Clients Call About “Scary” Markets: Kitces & Carl Ep 17In our 17th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards talk about the importance (and challenges) of responding with empathy to clients who are upset or afraid. Because even though research in behavioral finance has helped us better understand the natural human proclivity to make irrational decisions, especially in times of stress and fear, the objectivity with which these paradigms have been created has perhaps unwittingly made it too easy for advisors to judge their clients for their impulsiveness, and subsequently become dismissive of what are normal and understandable reactions to stress. And...2019-09-2627 min
Kitces and Carl - Real Talk for Real Financial AdvisorsHelping Clients Understand What It Really Means To Retire: Kitces & Carl Ep 16In our sixteenth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards explore different ways advisors can frame their conversations with clients when helping them envision and plan for a retirement they can actually look forward to, how to integrate relevant “what if” scenarios for a client that can help them truly understand the range of options available that they may not have otherwise thought possible, and practical ways to ask questions in a way that probes what clients love to do, what excites them, and what brings them joy – which, in turn, can spark retirement...2019-09-1227 min
Kitces and Carl - Real Talk for Real Financial AdvisorsWhy Are We So Afraid To Just Listen: Kitces & Carl Ep 15In our 15th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss the value of really listening to clients, and how, by simply talking less and listening more in client meetings, an advisor can improve the chances that a client will stick to their plan.2019-08-2924 min
Kitces and Carl - Real Talk for Real Financial AdvisorsProjection-Free Financial Planning To Avoid A False Sense Of Precision: Kitces & Carl Ep 14In our 14th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards explore the various functions that a physical financial plan deliverable plays in the financial planning (and client relationship trust-building) process, share their viewpoints on how written financial plans can be used effectively to help clients, and discuss what ultimately matters most for clients, regardless of whether their financial plan is one page or requires a 2” binder and color-coded tabs.2019-08-1546 min
Kitces and Carl - Real Talk for Real Financial AdvisorsThe Better Way To Send Market (And Other) Commentary Emails To Clients: Kitces & Carl Ep 13So, in our (lucky) 13th episode, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss why it’s important to send regular commentary, provide a specific example of an easy and effective way to let clients know that you are thinking about them and their challenges, and why it matters so much that it ultimately comes from you (versus any number of white-labeled, off-the-shelf offerings).2019-08-0134 min
Kitces and Carl - Real Talk for Real Financial AdvisorsCommunicating With Clients To Bring Them Under The Cone Of Trust: Kitces & Carl Ep 12For our 12th episode of Kitces & Carl, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss if sending market commentary to clients actually helps solve any problems (or if it’s just a relic of a product-centric industry), what sorts of clients benefit the most from proactive communication (and why), and ultimately, why sending investment market commentary to clients may be a good thing to do… even if the majority of your clients never even read it!2019-07-1831 min
Kitces and Carl - Real Talk for Real Financial AdvisorsWhat Do You Call Yourself - Planner, Advisor, Industry, Profession: Kitces & Carl Ep 11In our eleventh episode of “Kitces & Carl”, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss the roots of various industry titles, why you might want to break the mold and call yourself something completely different (or not), and why the choice ultimately boils down to whether or not what you call yourself resonates with your target clientele.2019-07-0429 min
Kitces and Carl - Real Talk for Real Financial AdvisorsTransitioning Long-Standing Clients To Create Room To Grow: Kitces & Carl Ep 10In our tenth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication expert Carl Richards sit down to discuss some reasons you may need to start transitioning long-standing clients (some of whom may have given you a shot early on when no one else would, but consequently pay you far less than what it takes to service them) to make room so you can help others, some practical steps for communicating such a transition to those clients, and why arguably it’s your duty to do so… in order to ensure that all of your clients are getting the leve...2019-07-0336 minKitces and Carl - Real Talk for Real Financial AdvisorsHow Do You Optimize Your Practice To Maximize Your Happiness As A Financial Advisor?: Kitces & Carl Ep 09In our ninth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss why some advisors wind up being unhappy in an otherwise “successful” practice, how some advisors have maximized their happiness by being intentional about building their business the way they want - or even “right-sizing” the advisory practice if necessary – and a few actionable ideas for advisors to do the same.2019-07-0238 min
Kitces and Carl - Real Talk for Real Financial AdvisorsWhat Would You Do With Your Time If You COULD Be More Productive As A Financial Advisor?: Kitces & Carl Ep 08In our eighth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss how financial advisors are spending their time, strategies that can help advisors focus more on what they’re best at… and what might be accomplished by increasing your business (and personal) efficiency in the first place.2019-07-0134 min
Kitces and Carl - Real Talk for Real Financial AdvisorsAuthenticity Vs. Professional Credibility And Admitting Your Own Financial Sins: Kitces & Carl Ep 07In our seventh episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to debunk some long-standing myths around what it really means to be a “credible” financial advisor, why authentically owning up to your personal financial mistakes actually helps build trust and credibility (and might even end up helping you gain new clients), and why being relatable as a human being (who makes mistakes from time to time) may be one of the more important traits you can bring to the table as a financial advisor.2019-06-2828 min
Kitces and Carl - Real Talk for Real Financial AdvisorsBuilding Resiliency For The Stress Of Being A Financial Advisor: Kitces & Carl Ep 06In our sixth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss proactive steps advisors can take to prepare themselves to deal with and manage the stresses inherent in being a financial planning professional, some common but less-well-known sources of advisor stress, and how a subtle shift in mindset can help advisors make self-care a priority.2019-06-2726 min
Kitces and Carl - Real Talk for Real Financial AdvisorsDo Clients Really Value Getting Help Managing Their Behavior Gap?: Kitces & Carl Ep 05In our fifth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of whether advisors should even bother trying to communicate the value they provide when helping clients manage their “behavior gap”, why attempting to convince prospects that you can help them manage their behaviors is perhaps an uphill battle, and how maybe the best way to overcome the behavior gap (and the perceived value of getting help with the behavior gap) is by shifting a client’s perspective altogether.2019-06-2629 min
Kitces and Carl - Real Talk for Real Financial AdvisorsDoes Social Media Really Matter For Financial Advisors?: Kitces & Carl Ep 04In our fourth episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of the extent to which financial advisors should or “have to” participate in social media (or not), why it might be a worthwhile endeavor if done correctly, some ideas that advisors can use immediately to get more out of their social media efforts, and why, ultimately, using social media successfully is ultimately about a series of “micro interactions” to better connect with other individuals.2019-06-2531 min
Kitces and Carl - Real Talk for Real Financial AdvisorsThe Importance Of Likability As A Financial Advisor: Kitces & Carl Ep 03In our third episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of how important it is to be “likeable” as a financial advisor, why being your “authentic self” when it comes to communicating and interacting with clients might matter more, and why it’s important for newer advisors to avoid sending mixed signals to clients when trying to differentiate themselves.2019-06-2425 min
Kitces and Carl - Real Talk for Real Financial AdvisorsHow To Price Your Financial Planning Services: Kitces & Carl Ep 02In our second episode of “Kitces & Carl”, Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss the question of establishing a price for your financial planning services, why many advisors feel such anxiety over setting (and sticking to) their pricing model, the ways in which advisors can communicate their value to prospects and clients to justify their price, and why, many times, problems around pricing are really the result of our own inward confidence problems.2019-06-2427 min
Kitces and Carl - Real Talk for Real Financial AdvisorsThinking About The Value Of Financial Planning: Kitces & Carl Ep 01Michael Kitces and financial advisor communication guru Carl Richards sit down to discuss industry topics from their own unique perspectives. And in this inaugural episode, Michael and Carl talk about the Value of Financial Advice, efforts to quantify that value, and why we may need to move past the asset-based model in order to define and communicate the real value of financial planning to our clients and the public in general.2019-06-1933 minCommunication, Connection, Community: The Podcasters' PodcastThe Speakers' Checklist: Presenting With AuthoritySend us a textAre you an expert speaker, or an expert who speaks? There is a difference. In this fast paced, technology driven world you want to position yourself as a visible expert who shares their knowledge and expertise with every audience. Just how do you do that? In this episode Carl explains how positioning yourself as a speaker makes a huge difference in your business. Support the showGot a question about something you heard today? Have a great suggestion for a topic or know someone who should be a guest? Re...2019-05-0310 minCommunication, Connection, Community: The Podcasters' PodcastSpeakers Checklist Part 2: Content Is King!Send us a textSo you've been asked to speak. Great! What are you going to say? More over, how are you going to present your talk in a way that speaks to the needs of the audience? In this episode Carl reveals his signature talk blueprint that leads to clients and cash!Support the showGot a question about something you heard today? Have a great suggestion for a topic or know someone who should be a guest? Reach out to us:askcarl@carlspeaks.caIf you're ready to...2019-04-3010 minCommunication, Connection, Community: The Podcasters' PodcastSpeakers Checklist: Preparing For Your TalkSend us a textJust like an iceberg, your talk has a lot of things that happen off stage. From the preparation and planning, to exploring just what exactly you want to share with the audience can take days, weeks, if not months to map out. In this episode Carl walks you through a step by step guide to preparing for your talk, from the meeting planner right to your practice. Support the showGot a question about something you heard today? Have a great suggestion for a topic or know someone who s...2019-04-1809 min