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MichaelKitces @MichaelKitces

One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog kitces.com Joined October 2008
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MichaelKitces @MichaelKitces

15 hours ago

In this Ep379 of #FASuccess, Hans Blake of Intelligent Investing shares his journey on creating Intelligrations. He shares: -What led him to create Intelligrations -How he prioritizes it to focus on higher-level financial goals -A sample report bit.ly/4cCRIYv #advicers

MichaelKitces Profile Picture

MichaelKitces @MichaelKitces

18 hours ago

Many advisors offer estate planning guidance to clients, but because few are also legal professionals, they collaborate with attorneys. David Haughton @CommonwealthFN shares how advisors can add value and create mutually beneficial arrangements. bit.ly/4biKIyz

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MichaelKitces @MichaelKitces

a day ago

Isolating IRA Basis For More Tax Efficient Roth IRA Conversions bit.ly/44LL7Xd

MichaelKitces Profile Picture

MichaelKitces @MichaelKitces

2 days ago

Kitces Research suggests that the more marketing techniques advisors implement, the faster their firms grow. But with limited resources, how can advisors do that? Managing Editor Sydney Squires explains how 1 content can be used for 6 different techniques. bit.ly/4arvDdI

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MichaelKitces @MichaelKitces

2 days ago

Why The Rent Vs Buy Decision Is More Complex Than It Might Seem: How advisors can help clients analyze the choice of renting/buying a home, from modeling unknowable financial variables to helping them explore non-financial considerations. @dollarsanddata bit.ly/3QhjvnN

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MichaelKitces @MichaelKitces

2 days ago

How ‘Free’ RIA Custodians Make It Difficult To Determine Which Is Actually The Most Expensive bit.ly/44WBk03

MichaelKitces Profile Picture

MichaelKitces @MichaelKitces

3 days ago

In a discovery meeting, advicers have a short period of time to gain a deeper understanding about the prospect. @MeghaanL shares reflection questions that can be used to help prospects identify the actions they can take to make progress toward their goals. bit.ly/3wxnsh7

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MichaelKitces @MichaelKitces

3 days ago

How To Choose The Best TAMP To Work With And Factors To Consider bit.ly/44bS4Ap

MichaelKitces Profile Picture

MichaelKitces @MichaelKitces

3 days ago

The Federal Trade Commission released a final rule that would ban most non-compete agreements, which could lead to an increasing number of non-solicit agreements between financial planning firms and their advisors. bit.ly/3QhjvnN #advicers

MichaelKitces Profile Picture

MichaelKitces @MichaelKitces

4 days ago

Many advisors are recognizing the impact they have on clients' lives beyond solving financial challenges. Which begs the question: Is there a missed opportunity to market themselves as providing value that transcends goal-based needs? Kitces & Carl Ep133: bit.ly/3wJF7lO

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MichaelKitces @MichaelKitces

4 days ago

This week kicks off with the news that @USDOL released the final version of its Retirement Security Rule, which is set to go into effect in September and would represent a significant shift toward greater fiduciary standards. bit.ly/3QhjvnN #advicers

MichaelKitces Profile Picture

MichaelKitces @MichaelKitces

4 days ago

Why You Should Only Buy Insurance Protection And Annuity Guarantees Expected To Lose You Money (On Average) bit.ly/3pdsYCe

MichaelKitces Profile Picture

MichaelKitces @MichaelKitces

4 days ago

New lines starting to be drawn. Major B/D suggests that maybe new DoL Fiduciary rule isn't so problematic after all; appears to mostly be targeted indexed annuity sales to retirees, not brokers? "New DOL rule no big deal, says Stifel's Kruszewski" investmentnews.com/broker-dealers…

MichaelKitces Profile Picture

MichaelKitces @MichaelKitces

5 days ago

The real opportunity of tracking marketing and sales activity is figuring out where to focus time and energy to make improvements that result in better business development outcomes. We share a "Kitces Marketing Activity and Prospect Pipeline Tracker": bit.ly/3uMoIwf

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MichaelKitces @MichaelKitces

5 days ago

90 transactions tracked in Q1 of 2024. Almost 70% had Private Equity involvement. M&A continues relatively unabated despite the rise in interest rates... "RIA dealmakers start strong in 2024: Echelon" citywire.com/ria/news/ria-d…

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MichaelKitces @MichaelKitces

5 days ago

How Life Insurance Loans Really Work And Why It’s Problematic To “Bank On Yourself” bit.ly/3Niekl0

MichaelKitces Profile Picture

MichaelKitces @MichaelKitces

6 days ago

In Ep134 of Kitces & Carl (@behaviorgap), we discuss the unique paradox faced by some clients who may not be ready (or willing) to step away from the work they've been doing to realize their financial goals… even after they've attained the goals. bit.ly/3wTgVO0

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MichaelKitces @MichaelKitces

6 days ago

Last Chance to purchase your pass to the #KitcesMarketingSummit on April 25! Our Summit showcases successful advisors who will share their proven tactics for attracting clients, increasing visibility, and growing their business. April 25, 2024 12-4PM EDT bit.ly/3I5Entv

MichaelKitces Profile Picture

MichaelKitces @MichaelKitces

6 days ago

For decades, the dominant way for advisors to measure retirement risk is through probability-of-success. But many have noted numerous problems with this. Guest author Justin Fitzpatrick suggests a simpler way with the concepts of over- and underspending: bit.ly/3QdWsu3

MichaelKitces Profile Picture

MichaelKitces @MichaelKitces

6 days ago

My guest #FASuccess Ep380 podcast is Andrew Leonard, Managing Partner of Geometric Wealth Advisors. He shares howthey have been able to triple AUM in the past 4 years, by increasing team density, and only then deciding how many new clients to bring on. bit.ly/4cMISaC

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