Scaling Advisory Success with Kitces & Bowen

Recent Episodes

When Prospects Say No As They’re Not Ready To Break Up With Their Advisor - Kitces & Carl Ep 173

Posted September 18, 2025 • 00:27:56

In this 173rd episode of Kitces & Carl, Michael Kitces and client communication expert Carl Richards explore how to handle the disappointment of...

Scaling Financial Planning: Client Affluence vs Technology Efficiencies - Kitces & Carl Ep 172

Posted September 4, 2025 • 00:30:59

In the 172nd episode of Kitces and Carl, Michael Kitces and client communication expert Carl Richards discuss the limitations of advisor productivity...

The 3 Concerns Keeping $25M+ Families Up at Night - Michael Kitces & John Bowen

Posted August 18, 2025 • 00:40:36

Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG's extensive data on what ultra-high...

Evolving From Dysfunctional Team To Advisory Dream Team - Michael Kitces & John Bowen

Posted July 22, 2024 • 00:45:31

Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights, dive into the data on what makes advisory teams work, how strong teams...

What It Takes To Attract HNW Entrepreneurs As A Financial Advisor - Michael Kitces & John Bowen

Posted April 8, 2024 • 00:36:12

Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG's extensive data on what HNW...