Why Michael Kitces is speaking out against the CFP Board
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Kitces
The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl 188
Advisors approaching retirement often face a fundamental planning challenge: how to convert the value of...
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...
The 4 Components Of Senior Advisor Satisfaction: Structuring Compensation, Workload, And More For Long-Term Retention (Latest From Kitces Research)
Senior advisors occupy a uniquely high-impact role within advisory firms. Typically responsible for leading client...
Communicating The Value Of Financial Planning That Clients Don’t Come For In The First Place: Kitces & Carl 186
Financial advisors often describe their value in terms of investment performance, tax efficiency, or comprehensive...
Michael Kitces’ new AdvisorEconomics provides benchmarking
In the past, annual benchmarking studies offered advisors insights into the inner workings of similar...
Kitces, Lockshin discuss estate planning and fees
The wealth management industry’s traditional fee model is blocking more financial advisors from providing valuable...
Helping Retired Clients To Actually Start Spending And Enjoying Their Money: Kitces & Carl Ep 178
Entering retirement often signals a profound shift in an individual’s philosophy, time, and goals. This...
Ways To Say No To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
As financial advisors progress in their careers (and lives), their attention is often pulled in...
Charging For Estate Planning And Document Prep: Navigating Regulatory Hurdles And Real Pricing Benchmarks From Kitces Research
While estate planning has long been an integral part of the financial planning process, most...