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...
The Financial Planning Value Disconnect: When Clients Don’t Appreciate The Long-Term Benefits: Kitces & Carl 185
Financial advisors often struggle with a frustrating disconnect: prospective clients typically seek help for a specific, often technical...
Don’t “Avoid Probate”: Reframing Estate Planning Success Around Managing (Not Escaping) The Probate Process
When it comes to estate planning conversations, many clients come to the table with the goal of avoiding the probate process, which can...
Maintaining Good Work/Life Balance While Adding Advisors And 4X’ing The Firm To $315M: #FASuccess Ep 479 With Andy Panko
Welcome everyone! Welcome to the 479th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Andy Panko....
Study: Not Negotiating Your First Salary Could Cost $1M In Career Lifetime Earnings
New graduates are leaving the bubble of college behind and entering the workforce to start their careers. It’s an exciting and...