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Nerd's Eye View | Kitces.comby Michael Kitces2d ago
Executive Summary Welcome everyone! Welcome to the 510th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Michael Yoder.
Nerd's Eye View | Kitces.comby Ben Henry-Moreland3d ago
Executive Summary Welcome to the October 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are...
Nerd's Eye View | Kitces.comby Adam Van Deusen6d ago
Executive Summary Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the IRS issued guidance and a revenue ruling drawing...
Nerd's Eye View | Kitces.comby Michael Kitces7d ago
Executive Summary Given that financial advice is usually, to say the least, not inexpensive, financial advisors often need to be prepared to explain their fee in the context of the value that is...
Nerd's Eye View | Kitces.comby Ben Henry-Moreland8d ago
Executive Summary For many years, the U.S. tax code has incentivized individuals to give to charitable causes by allowing an itemized deduction for charitable contributions.
Nerd's Eye View | Kitces.comby Michael Kitces9d ago
Executive Summary Welcome everyone! Welcome to the 509th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Dana Anspach.
Nerd's Eye View | Kitces.comby Mark Tenenbaum10d ago
Executive Summary Client referrals have long been a cornerstone of organic new client growth because they tap into a resource every established advisor already has: an existing client base.
Nerd's Eye View | Kitces.comby Adam Van Deusen13d ago
Executive Summary Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a survey indicates many financial planning clients are...
Nerd's Eye View | Kitces.comby Adam Van Deusen15d ago
Executive Summary While a financial advisor might prefer to manage all of a client's investible assets, when clients participate in a workplace retirement plan such as a 401(k), the assets in the...
Nerd's Eye View | Kitces.comby Michael Kitces16d ago
Executive Summary Welcome everyone! Welcome to the 508th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Nate Hoskin.
Nerd's Eye View | Kitces.comby Richard Chen17d ago
Executive Summary Although many advisors looking to sell their practices are ready to retire and cash in on the enterprise value they've spent their careers building, an increasing number of...
Nerd's Eye View | Kitces.comby Adam Van Deusen20d ago
Executive Summary Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Anthropic announcing an advisor-specific plug-in to...
Nerd's Eye View | Kitces.comby Michael Kitces21d ago
Executive Summary When a financial advisor engages a new client, they are analyzing a lifetime’s worth of financial decisions that have brought the client to this point.
Nerd's Eye View | Kitces.comby Richard Chen22d ago
Executive Summary While financial advisors often have discretionary control over a client's entire investment portfolio, sometimes new clients enter an advisory relationship with large, 'legacy'...
Nerd's Eye View | Kitces.comby Michael Kitces23d ago
Executive Summary Welcome everyone! Welcome to the 507th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Carolyn McClanahan.
Nerd's Eye View | Kitces.comby Mark Tenenbaum24d ago
Executive Summary Heavy turnover leaves advisory firms in a vicious cycle of allocating resources to recruit and onboard new advisors, only to lose them before they generate enough value for the...
Nerd's Eye View | Kitces.comby Adam Van Deusen27d ago
Executive Summary Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey from Vanguard investigates the...
Nerd's Eye View | Kitces.comby Shelitha Smodic29d ago
Executive Summary When a client asks their advisor to place an investment trade or execute another planning action, it typically comes as a result of a consultation with the advisor (and often...
Nerd's Eye View | Kitces.comby Michael Kitces8 Sept 2026
Executive Summary Welcome everyone! Welcome to the 506th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Jenna Biancavilla.
Nerd's Eye View | Kitces.comby Ben Henry-Moreland7 Sept 2026
Executive Summary Welcome to the September 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are...
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