MichaelKitces
@MichaelKitces
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One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Joined October 2008
Our list of "Best Conferences 2025!", and be sure to take advantage of the discount codes that several have offered to Nerd's Eye View readers! . Best in:.-Overall Planning: @FPANorCal.-Technology: @t3techhub.-Advanced Tax Planning: @AICPA Engage.and more!.
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Are they still worth it? Holders of certain "ultra-premium" credit cards will see the annual fees on these cards go up this year, leading to a calculation of whether the benefits that come with them are worth the higher fees.
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“What Does Money Mean To You?” 🤔 In this 167th episode of Kitces & Carl, we explore how advisors can navigate the personal and philosophical distance between themselves and clients – particularly when have higher income or net worth.
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Happy 4th of July! 🎆 This #WeekendReading, we've rounded up articles all about (financial) independence: .▶️ Advisors Weigh In On The Meaning Of "Financial Independence".▶️Why Financial Independence Is Overrated.▶️The Many Types Of Independence .
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1."Window of professionalism", 2."surprise and delight", 3."shock and awe". What if your client onboarding experience could actually generate referrals—within the first 100 days? #FASuccess with Libby Greiwe:
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From college students to retirees, estate planning often gets filed under "I'll get around to it later", even though the risks of not planning can be significant at any point in life.
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What's An Hour Of Your Time Really Worth As A Financial Planner?
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You’ve started the planning process — but how do you actually start the planning process? Too often, discovery meetings focus on surface-level data. Let’s change that. Enroll today to master the art of deeper client discovery. Learn more:
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Helping Clients Understand When They Have Enough Retirement Savings To “Coast FIRE”: . 🔥How Coast FIRE Differs From Traditional Early Retirement.🔥Addressing The Financial And Psychological Risks.🔥How Financial Advisors Can Provide Ongoing Value.
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Good perspective from an advisor who sold their firm about the 'real' factors at play - when you transfer the trust of your clients to a new acquirer, alignment of culture and values and vision becomes crucial. "Opinion: Lessons learned a year after selling my RIA to Edelman".
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When Compliance Grows With You: In this week's #FASuccess podcast, Leila Shaver of My RIA Lawyer breaks down what it really takes to implement and scale compliance:
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How do advisors structure their AUM fee schedules? We discuss this in our latest research report on advisor productivity: . 👉 58% adopt graduated schedules.👉 22% adopt cliff schedules .👉 10% charge a flat rate regardless of portfolio size
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2025 Mid-Year Market Outlook: Challenges have been abundant. Tariffs, market correction, the dollar reaching a 3-year low. @jamescsliu @clearnomics shares 9 key questions, illustrated with 7 charts, that could be relevant for client conversations.
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What Comes After CFP Certification? Finding Your Niche Or Specialization With Post-CFP Designations
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Trends in Financial Advice Fees: For firms evaluating pricing strategies, considering how others in the industry are adapting provides useful insights. Despite ongoing changes in the philosophy of financial advice:
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6 Questions To Make An Advisor Squirm: Questions that a prospect might ask a potential advisor to dig deeper beyond the advisor’s standard pitch, and more on marketing this #WeekendReading:
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1."Window of professionalism", 2."surprise and delight", 3."shock and awe". What if your client onboarding experience could actually generate referrals—within the first 100 days? #FASuccess with Libby Greiwe:
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Understanding the difference between tax planning and tax advice is crucial for advisors seeking to stay on the right side of this liability line. To navigate this environment, advisors may consider a two-part strategy: #advicers
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Some facts about advisors' use of subscription/retainer fees: 👉 While 34% of advisors use subscription fees in some capacity, only 9% rely on them as primary revenue source.👉 Subscription fees typically represent 32% of revenue among firms that use them
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Can taking a stand on divisive issues actually help you grow your firm? In.#FASuccess Ep442, @DavidBahnsen shares how being vocal — even on sensitive topics like politics — helped @TheBahnsenGroup attract $100 million in new client assets per month.
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What's new at Kitces? First look at the new Kitces Members Section and the State Of The (Nerd’s Eye View) Blog: ➡️DFP Community.➡️Expanding Our Kitces Training Courses.➡️The Return Of IAR Ethics CE Day
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