I Fired Myself As Money Manager And It Feels Great
At the end of 2024, a relative asked me for financial help. She was planning to leave her expensive money management firm at Goldman Sachs...
A 5-Step Framework To Get More Out Of Discovery Meetings And Uncover What Clients Really Want
Financial advisors often begin new client relationships with a long checklist of logistical onboarding tasks – transferring accounts,...
Leveraging Technology To Rapidly Scale Growth Delivering Financial Planning To Next-Generation Clients: #FASuccess Ep 481 With Adam Dell
Welcome everyone! Welcome to the 481st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Adam Dell....
The 4 Components Of Senior Advisor Satisfaction: Structuring Compensation, Workload, And More For Long-Term Retention (Latest From Kitces Research)
Senior advisors occupy a uniquely high-impact role within advisory firms. Typically responsible for leading client relationships, driving...
Parents Spend $1,474/Month on Adult Kids vs. $673 on Retirement
Key Points Student loan debt has reached $1.8 trillion across 42 million borrowers, and a Fidelity study finds that borrowers over 50 have...
Weekend Reading For Financial Planners (March 14–15)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news...
Why Clients Hire “Human” Advisors In The Age Of AI: How Advisors Can Positively Influence Clients’ Emotional States
Technology presents a dual-edged sword for financial advisors. On the one hand, technology can make the advisor’s job easier by...
Growing To $660M Of AUM By Leveraging SEO (And Now AEO) To Build A Durable Pipeline Of Good-Fit Prospects: #FASuccess Ep 480 With Helen Stephens
Welcome everyone! Welcome to the 480th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Helen...
Why Advisor-Led Marketing Becomes Harder As Firms Grow – And How To Sustain Organic Growth (Latest From Kitces Research)
In recent years, advisory firms have faced a persistent slowdown in organic growth, with average RIA growth rates declining from 9% in 2017...
Weekend Reading For Financial Planners (March 7–8)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news...