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Kitces and Carl - Real Talk for Real Financial AdvisorsEpisode from the podcastKitces and Carl - Real Talk for Real Financial Advisors
Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency

Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency

Released Thursday, 7th August 2025
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Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency

Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency

Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency

Helping Clients Navigate AI Career Challenges By Building Financial Planning Resiliency

Thursday, 7th August 2025
Good episode? Give it some love!
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In the 170th episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss how financial advisors can help clients navigate career uncertainty caused by AI disruption by focusing on actionable items, offering flexibility vs long-term growth, and being more proactive in planning strategies.

For full show notes, see kitces.com and thesocietyofadvice.com.

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A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle.

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