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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The Handbook For Next Generation Partners Of Independent Advisory Firms bit.ly/43QsrFm
While their wealth can make HNW entrepreneurs an attractive client niche, they can be a challenging group to retain. We discuss how with an effective prospecting strategy and value proposition, advisors can potentially win new clients and grow with them. bit.ly/49vztkS
Clients ranting about politics? Steve Garmhausen (Barron’s) shares how preparation and empathetic listening skills can help a financial advisor prevent political conversations from derailing client meetings: bit.ly/3UK1P6Q #advicers
My guest on #FASuccess Ep384 is Hannah Provost, of Lomanto Provost Financial Advisors. She shares how she began her career in retail banking, and how that ultimately led to becoming a lead advisor and joint partner of a firm. bit.ly/3QijLmx #advicers
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
May 2024's edition in #AdvisorTech kicks off with the news that @NewRetirement has raised a $20M Series A round as the company demonstrates that its DIY tools really do turn a subset of consumers into bona fide prospects for advisors. More latest news: bit.ly/3wkWiu1
Financial Advisor Career Track Options When You’re Bad At Sales And Prospecting bit.ly/3NiMWDu
For many advicers starting out, the need for cash flow can mean onboarding clients that might not fit their long-term vision. In Kitces & Carl, we discuss how with a niche, they can transition out of those first difficult years more easily. bit.ly/3xMk4zn @Manda_Draws
Deciding between the independent or affiliate model to work under is a key moment in an advisor's career. Kitces Nerd @bhenrymoreland shares: -How advisors are paid -How payouts can distort perception -3 criteria for choosing a channel/affiliatehttps://bit.ly/3Wfgjgl #advicers
How RIAs Can Get The Best Price For Their Advisory Firms: A review of the revenue and profitability metrics that are most often used to value RIAs, and how selling firm owners can maximize the ultimate payout by negotiating the underlying terms. @Vetta_Fi bit.ly/3UK1P6Q
How To Find The Best Financial Advisor Companies To Work For bit.ly/3NBWH13
When projecting market returns, using historical averages without factoring in current evaluations risks painting an overly optimistic scenario that could lead to under-saving. Ways advisors can address issue of high U.S. equity valuations: bit.ly/3V5XlI9 @larryswedroe
When A Good Offer For A First Financial Advisor Job Really Isn’t bit.ly/46f6CRm
Attention all #AdvisorTech startups - #AdviceTech competition is now taking applications to get to show your stuff for free to nearly 1,000 attendees at the #XYPNLIVE national conference! "AdviceTech Competition Application Process Is Open" live.xyplanningnetwork.com/advice-tech-co…
How financial advisors can help clients evaluate the health insurance options available in early retirement, from staying on their previous employer's plan through COBRA to obtaining a plan on their state health insurance exchange. (@gailmarksjarvis @WSJ) bit.ly/3UK1P6Q
When you suggest clients buy a diversified portfolio of low-cost index funds & gov't bonds, and get this as a response. Who's getting more political pushback from clients lately? "What to Tell Clients in a Nasty Election Cycle" advisorperspectives.com/articles/2024/…
My guest on Ep375 of #FASuccess is @rschultzwealth, of NWF Advisory. He shares how he systematizes his meeting process, from prep to a standardized flow… which has allowed him to scale up to over 20 client meetings every week… and still keep his sanity. bit.ly/432tP8k
Why framing Health Savings Accounts (HSAs) as "Medical IRAs" could lead clients to better leverage their potential for tax-advantaged, compound returns and have more money available for healthcare spending in retirement (Steve Garmhausen | @FAMagazine): bit.ly/3UK1P6Q
Proposed legislation would cut top estate tax rate from 40% to 20%. No chance of passing here, but raises the question whether estate taxes become part of election platforms on tax reform? "New Bill Halves Estate Tax" thinkadvisor.com/2024/04/26/new…
The shifting political environment makes it increasingly common for clients to express political thoughts with advisors. In this Kitces & Carl we discuss how to: -Approach politically charged clients -Determine if that interferes with the planning process bit.ly/3UJ6GW3
Jeff "The Buckinghamm.. @CPAPlanner
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3K Followers 2K Following President of Wealth Consulting Partners, LLC. Wealth Management AdviceTech Strategy/Growth Consultant and WealthTech Board MemberMichael Thrasher @Mike_Thrasher
3K Followers 5K Following Senior reporter @iimag. I write the Officium newsletter (sign up below!) Signal: 330.962.6441. Send tips & quips: [email protected]Incredibly important conversation between @MindyDiamond and @MichaelKitces on advisor satisfaction and happiness. Spoiler: the happiest advisors are not necessarily the wealthiest advisors. diamond-consultants.com/michael-kitces…
@MichaelKitces Action on consultative advice requires three PROOFs of the advised party: 1. You know me 2. You know my situation. 3. You know my options. Once you provide consumable proof of these three -only then is your advice actionable: From this the tenants of @AssetMapLLC evolved.
@MegBartelt Pleasantly surprised. They seem to value location, recurring revenue, low concentration of revenue in top households, and a building/accumulating rather that depleting client base. And the pain/hassle was this face 🙂 on the scale of 😠 to 🥳
The real difference between fiduciary and suitability - one is for advisors, the other is for salespeople.
New research from Cerulli projects wealth transferred through 2045 will total $84.4 trillion—$72.6 trillion in assets will be transferred to heirs, while $11.9 trillion will be donated to charities. Read the full press release: cerulli.com/news/cerulli-a… #HNW
The One-Page Financial Plan: Focusing Advice On What Matters Most bit.ly/3lOvNFo @jeremywalter #Advicers
When we help ourselves, we find moments of happiness. When we help others, we find lasting fulfillment.
Learn how to use (or maybe make sure you're using) a credit card like an adult in this week's blog post: bit.ly/2Z4NWmE
Woa, huge #FinTech news. $1B is a stunning 'premium' for @PersonalCapital relative to its (strong but not THAT strong) $12B AUM base as an RIA. Real story is that Empower is trying with PC to do what Financial Engines is doing with Edelman - human advisors in 401k channel...
Breaking News: @EmpowerToday acquiring $12B AUM @PersonalCapital for $1B. Great combo that will unlock tremendous value for both and for millions of plan participants. Congratulations @JayShah_PC and team! #Unicorn #WealthManagement #Hybrid businesswire.com/news/home/2020…
Add a “Dine in” option to the DoorDash app with a table number as the address. Avoids all conversation with servers. Food is delivered to a side table for guests to help themselves.
@morganhousel @TheStalwart Here's a sample: "Mr. Housel is a visionary, autodidact, life-long thought leader. He is one of the most highly sought after keynote speakers and the best selling author of his highly regarded blog." Um, but he hates profits.
@MichaelKitces @BenjiWriter @DrLauraMattia @SherylGarrett @newsfromIN True Michael, but by that reasoning any billing method is viable and acceptable as long as somebody is willing to pay it. But I get that you are viewing it from a biz perspective.
At least their ongoing business interests don't involve things that would create conflicts with their high-level White House jobs like international trademarks or huge loans from big banks... Oh wait...
@MichaelKitces @CharlesSchwab How long is your layover in Indy, or you in and out the same day?
@MichaelKitces 'Course philosophy had this figured out long ago, and this guy brought all of it together for mgmt practices in the 80's. "Science" late 4 🎉
Interaction → transparency → trust Agree with @driven_by_data’s 'In Defense of Interactive Graphics’: vis4.net/blog/posts/in-…
Reason #49657 why #AdobeSummit is amazing: the best digital agencies, media agencies, SIs and ISVs are here as sponsors. #AdobePartner