Retention And Earnout Terms In Advisor Acquisitions
Nerd's Eye View | Kitces.comby Richard Chen6h ago
Executive Summary When selling a business, it's only natural to want to negotiate for the highest price you can.
Nerd's Eye View | Kitces.com
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top 5%Weekend Reading For Financial Planners (August 22–23) 2026
Nerd's Eye View | Kitces.comby Adam Van Deusen2d ago
Executive Summary Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the recent termination of an editor at Forbes over a...
Helping Clients Align Capital To What’s REALLY Important
Nerd's Eye View | Kitces.comby Michael Kitces4d ago
Executive Summary The value of financial planning often stems from helping clients realize their goals… both in the literal financial sense of managing cashflow and in the figurative sense of...
How Financial Advisors Can Work With ‘Misengaged’ Couples
Nerd's Eye View | Kitces.comby Sydney Squires5d ago
Executive Summary When advisors work with couples, the goal is to make both parties feel seen and heard. Yet while many advisors aim to include both clients, this is often easier said than done.
Weekend Reading For Financial Planners (August 15–16) 2026
Nerd's Eye View | Kitces.comby Adam Van Deusen9d ago
Executive Summary Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the Treasury Department released proposed regulations...
Managing $240M As A 3-Person Team With A Structured Approach
Nerd's Eye View | Kitces.comby Michael Kitces13d ago
Executive Summary Welcome everyone! Welcome to the 502nd episode of the Financial Advisor Success Podcast! My guest on today's podcast is Wendy Ciehanski.
Nerd’s Eye View 2026 Blog Reader Survey
Nerd's Eye View | Kitces.comby Michael Kitces14d ago
Executive Summary As financial advisors, we are no stranger to the incredible benefits of long-term compounding.
Weekend Reading For Financial Planners (August 8–9) 2026
Nerd's Eye View | Kitces.comby Adam Van Deusen16d ago
Executive Summary Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the latest "Mind the Gap" report from Morningstar...
When 'Feelings Are Data' To Navigate Clients' Trade-Offs:
Nerd's Eye View | Kitces.comby Michael Kitces18d ago
Executive Summary Some decisions are largely matters of data and analysis. Yet more often, that analysis informs a decision with trade-offs, such as funding retirement or education.
Helping Clients That Won’t Sell Due To Endowment Effect
Nerd's Eye View | Kitces.comby Meghaan Lurtz19d ago
Executive Summary As human beings, most of us have a hard time letting go, especially in cases where we have held something for a long time and formed a personal attachment to it.